Clearwater Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,648
| Closed | -$319K | – | 144 |
|
|
2019
Q4 | $319K | Buy |
2,648
+35
| +1% | +$4.22K | 0.05% | 155 |
|
|
2019
Q3 | $310K | Hold |
2,613
| – | – | 0.05% | 158 |
|
|
2019
Q2 | $325K | Hold |
2,613
| – | – | 0.06% | 162 |
|
|
2019
Q1 | $322K | Hold |
2,613
| – | – | 0.06% | 167 |
|
|
2018
Q4 | $284K | Hold |
2,613
| – | – | 0.06% | 174 |
|
|
2018
Q3 | $320K | Buy |
2,613
+252
| +11% | +$30.9K | 0.06% | 156 |
|
|
2018
Q2 | $299K | Hold |
2,361
| – | – | 0.06% | 153 |
|
|
2018
Q1 | $269K | Buy |
2,361
+65
| +3% | +$7.41K | 0.06% | 159 |
|
|
2017
Q4 | $287K | Sell |
2,296
-435
| -16% | -$54.4K | 0.06% | 150 |
|
|
2017
Q3 | $321K | Buy |
2,731
+370
| +16% | +$43.5K | 0.07% | 137 |
|
|
2017
Q2 | $243K | Sell |
2,361
-25
| -1% | -$2.57K | 0.06% | 148 |
|
|
2017
Q1 | $259K | Buy |
2,386
+630
| +36% | +$68.4K | 0.07% | 142 |
|
|
2016
Q4 | $207K | Buy |
+1,756
| New | +$207K | 0.07% | 140 |
|