CW
Cobiz Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $6.18M | Sell |
49,680
-2,888
| -5% | -$359K | 1.22% | 37 |
|
|
2019
Q1 | $6.48M | Buy |
52,568
+2,183
| +4% | +$269K | 1.25% | 33 |
|
|
2018
Q4 | $5.48M | Sell |
50,385
-997
| -2% | -$108K | 1.2% | 32 |
|
|
2018
Q3 | $6.28M | Sell |
51,382
-371
| -0.7% | -$45.4K | 1.21% | 34 |
|
|
2018
Q2 | $6.54M | Buy |
51,753
+537
| +1% | +$67.9K | 1.33% | 25 |
|
|
2018
Q1 | $5.84M | Buy |
51,216
+764
| +2% | +$87.1K | 1.24% | 33 |
|
|
2017
Q4 | $6.32M | Sell |
50,452
-511
| -1% | -$64K | 1.32% | 31 |
|
|
2017
Q3 | $5.99M | Sell |
50,963
-240
| -0.5% | -$28.2K | 1.31% | 30 |
|
|
2017
Q2 | $5.34M | Buy |
51,203
+31
| +0.1% | +$3.23K | 1.19% | 40 |
|
|
2017
Q1 | $5.49M | Buy |
51,172
+1,345
| +3% | +$144K | 1.23% | 35 |
|
|
2016
Q4 | $5.87M | Buy |
49,827
+122
| +0.2% | +$14.4K | 1.38% | 21 |
|
|
2016
Q3 | $5.12M | Buy |
49,705
+1,881
| +4% | +$194K | 1.23% | 33 |
|
|
2016
Q2 | $5.01M | Buy |
47,824
+1,599
| +3% | +$168K | 1.26% | 31 |
|
|
2016
Q1 | $4.41M | Buy |
46,225
+4,634
| +11% | +$442K | 1.08% | 41 |
|
|
2015
Q4 | $3.74M | Buy |
41,591
+778
| +2% | +$70K | 0.88% | 46 |
|
|
2015
Q3 | $3.22M | Sell |
40,813
-19,652
| -33% | -$1.55M | 0.78% | 48 |
|
|
2015
Q2 | $5.83M | Sell |
60,465
-1,516
| -2% | -$146K | 1.3% | 29 |
|
|
2015
Q1 | $6.51M | Buy |
61,981
+9,375
| +18% | +$984K | 1.45% | 24 |
|
|
2014
Q4 | $5.9M | Sell |
52,606
-874
| -2% | -$98K | 1.35% | 35 |
|
|
2014
Q3 | $6.38M | Sell |
53,480
-1,384
| -3% | -$165K | 1.49% | 22 |
|
|
2014
Q2 | $7.16M | Sell |
54,864
-1,245
| -2% | -$163K | 1.66% | 16 |
|
|
2014
Q1 | $6.67M | Sell |
56,109
-122
| -0.2% | -$14.5K | 1.59% | 21 |
|
|
2013
Q4 | $7.02M | Sell |
56,231
-944
| -2% | -$118K | 1.68% | 17 |
|
|
2013
Q3 | $6.95M | Sell |
57,175
-257
| -0.4% | -$31.2K | 1.76% | 13 |
|
|
2013
Q2 | $6.8M | Buy |
+57,432
| New | +$6.8M | 1.79% | 13 |
|