CMH Wealth Management’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 |
-18,690
| Closed | -$2.25M | – | 50 |
|
|
2019
Q4 | $2.25M | Buy |
18,690
+100
| +0.5% | +$12.1K | 1.16% | 40 |
|
|
2019
Q3 | $2.21M | Buy |
18,590
+828
| +5% | +$98.2K | 1.25% | 37 |
|
|
2019
Q2 | $2.21M | Buy |
17,762
+757
| +4% | +$94.2K | 1.3% | 37 |
|
|
2019
Q1 | $2.1M | Buy |
17,005
+1,480
| +10% | +$182K | 1.27% | 35 |
|
|
2018
Q4 | $1.69M | Sell |
15,525
-1,890
| -11% | -$206K | 1.02% | 42 |
|
|
2018
Q3 | $2.17M | Buy |
17,415
+1,130
| +7% | +$141K | 1.13% | 34 |
|
|
2018
Q2 | $2.02M | Buy |
16,285
+1,490
| +10% | +$185K | 1.16% | 34 |
|
|
2018
Q1 | $1.66M | Buy |
14,795
+215
| +1% | +$24.1K | 1.12% | 34 |
|
|
2017
Q4 | $1.86M | Sell |
14,580
-130
| -0.9% | -$16.6K | 1.23% | 31 |
|
|
2017
Q3 | $1.73M | Buy |
14,710
+265
| +2% | +$31.1K | 1.28% | 28 |
|
|
2017
Q2 | $1.52M | Sell |
14,445
-20
| -0.1% | -$2.1K | 1.21% | 32 |
|
|
2017
Q1 | $1.58M | Sell |
14,465
-5
| -0% | -$545 | 1.23% | 34 |
|
|
2016
Q4 | $1.69M | Buy |
+14,470
| New | +$1.69M | 1.48% | 27 |
|