Credential Securities’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $633K | Sell |
5,006
-297
| -6% | -$37.5K | 0.14% | 101 |
|
|
2018
Q1 | $605K | Sell |
5,303
-96
| -2% | -$11K | 0.14% | 108 |
|
|
2017
Q4 | $677K | Sell |
5,399
-122
| -2% | -$15.3K | 0.16% | 105 |
|
|
2017
Q3 | $648K | Sell |
5,521
-3,755
| -40% | -$441K | 0.17% | 105 |
|
|
2017
Q2 | $966K | Buy |
9,276
+669
| +8% | +$69.7K | 0.3% | 73 |
|
|
2017
Q1 | $924K | Buy |
8,607
+129
| +2% | +$13.8K | 0.32% | 69 |
|
|
2016
Q4 | $999K | Buy |
8,478
+219
| +3% | +$25.8K | 0.4% | 60 |
|
|
2016
Q3 | $850K | Buy |
8,259
+352
| +4% | +$36.2K | 0.39% | 77 |
|
|
2016
Q2 | $829K | Buy |
7,907
+319
| +4% | +$33.4K | 0.43% | 73 |
|
|
2016
Q1 | $724K | Sell |
7,588
-3,561
| -32% | -$340K | 0.42% | 72 |
|
|
2015
Q4 | $1M | Buy |
11,149
+281
| +3% | +$25.3K | 0.66% | 42 |
|
|
2015
Q3 | $857K | Buy |
10,868
+720
| +7% | +$56.8K | 0.6% | 49 |
|
|
2015
Q2 | $979K | Buy |
10,148
+737
| +8% | +$71.1K | 0.62% | 45 |
|
|
2015
Q1 | $988K | Buy |
9,411
+730
| +8% | +$76.7K | 0.64% | 40 |
|
|
2014
Q4 | $974K | Buy |
8,681
+714
| +9% | +$80.1K | 0.63% | 39 |
|
|
2014
Q3 | $960K | Buy |
7,967
+460
| +6% | +$55.4K | 0.64% | 39 |
|
|
2014
Q2 | $980K | Buy |
7,507
+476
| +7% | +$62.1K | 0.65% | 39 |
|
|
2014
Q1 | $836K | Buy |
+7,031
| New | +$836K | 0.62% | 40 |
|