Counsel Portfolio Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,100
| Closed | -$370K | – | 285 |
|
|
2014
Q3 | $370K | Hold |
3,100
| – | – | 0.04% | 252 |
|
|
2014
Q2 | $405K | Sell |
3,100
-900
| -23% | -$118K | 0.04% | 295 |
|
|
2014
Q1 | $476K | Hold |
4,000
| – | – | 0.05% | 246 |
|
|
2013
Q4 | $500K | Hold |
4,000
| – | – | 0.05% | 232 |
|
|
2013
Q3 | $486 | Sell |
4,000
-23,800
| -86% | -$2.89K | 0.02% | 219 |
|
|
2013
Q2 | $3.29M | Buy |
+27,800
| New | +$3.29M | 0.4% | 80 |
|