Cornerstone Financial Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $581K | Buy |
4,629
+1,661
| +56% | +$208K | 0.19% | 87 |
|
|
2017
Q3 | $347K | Buy |
2,968
+488
| +20% | +$57.1K | 0.13% | 90 |
|
|
2017
Q2 | $258K | Buy |
2,480
+80
| +3% | +$8.32K | 0.1% | 105 |
|
|
2017
Q1 | $258K | Sell |
2,400
-774
| -24% | -$83.2K | 0.09% | 127 |
|
|
2016
Q4 | $373K | Buy |
3,174
+296
| +10% | +$34.8K | 0.12% | 117 |
|
|
2016
Q3 | $297K | Sell |
2,878
-144
| -5% | -$14.9K | 0.1% | 118 |
|
|
2016
Q2 | $316K | Sell |
3,022
-96
| -3% | -$10K | 0.11% | 124 |
|
|
2016
Q1 | $298K | Sell |
3,118
-1,018
| -25% | -$97.3K | 0.12% | 126 |
|
|
2015
Q4 | $373K | Buy |
+4,136
| New | +$373K | 0.14% | 112 |
|