Catamount Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.78M | Buy |
30,711
+776
| +3% | +$95.6K | 2.15% | 17 |
|
|
2018
Q4 | $3.43M | Sell |
29,935
-1,819
| -6% | -$209K | 2.34% | 14 |
|
|
2018
Q3 | $3.88M | Sell |
31,754
-514
| -2% | -$62.9K | 1.86% | 18 |
|
|
2018
Q2 | $3.98M | Buy |
32,268
+246
| +0.8% | +$30.3K | 1.92% | 17 |
|
|
2018
Q1 | $3.65M | Buy |
32,022
+5
| +0% | +$570 | 1.95% | 16 |
|
|
2017
Q4 | $4.01M | Sell |
32,017
-1,308
| -4% | -$164K | 2.24% | 15 |
|
|
2017
Q3 | $3.92M | Sell |
33,325
-2,569
| -7% | -$302K | 2.28% | 15 |
|
|
2017
Q2 | $3.75M | Buy |
35,894
+747
| +2% | +$77.9K | 2.28% | 17 |
|
|
2017
Q1 | $3.77M | Buy |
35,147
+3,251
| +10% | +$349K | 2.59% | 15 |
|
|
2016
Q4 | $3.75M | Sell |
31,896
-560
| -2% | -$65.9K | 3.05% | 11 |
|
|
2016
Q3 | $3.32M | Buy |
32,456
+27,620
| +571% | +$2.82M | 2.84% | 11 |
|
|
2016
Q2 | $507K | Buy |
4,836
+4,575
| +1,753% | +$480K | 0.59% | 18 |
|
|
2016
Q1 | $25K | Hold |
261
| – | – | 0.03% | 66 |
|
|
2015
Q4 | $23K | Hold |
261
| – | – | 0.02% | 69 |
|
|
2015
Q3 | $21K | Hold |
261
| – | – | 0.02% | 75 |
|
|
2015
Q2 | $25K | Hold |
261
| – | – | 0.02% | 83 |
|
|
2015
Q1 | $27K | Sell |
261
-11,301
| -98% | -$1.17M | 0.02% | 71 |
|
|
2014
Q4 | $1.3M | Buy |
+11,562
| New | +$1.3M | 1.24% | 24 |
|