CT Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.17M | Sell |
10,856
-800
| -7% | -$85.9K | 0.72% | 40 |
|
|
2016
Q4 | $1.37M | Buy |
11,656
+8
| +0.1% | +$942 | 0.87% | 33 |
|
|
2016
Q3 | $1.2M | Sell |
11,648
-61
| -0.5% | -$6.28K | 0.73% | 38 |
|
|
2016
Q2 | $1.23M | Sell |
11,709
-1,135
| -9% | -$119K | 0.76% | 35 |
|
|
2016
Q1 | $1.23M | Buy |
12,844
+559
| +5% | +$53.3K | 0.69% | 42 |
|
|
2015
Q4 | $1.11M | Sell |
12,285
-739
| -6% | -$66.5K | 0.64% | 44 |
|
|
2015
Q3 | $1.03M | Buy |
13,024
+526
| +4% | +$41.5K | 0.64% | 42 |
|
|
2015
Q2 | $1.21M | Buy |
12,498
+453
| +4% | +$43.7K | 0.68% | 41 |
|
|
2015
Q1 | $1.26M | Sell |
12,045
-117
| -1% | -$12.3K | 0.7% | 40 |
|
|
2014
Q4 | $1.36M | Buy |
+12,162
| New | +$1.36M | 1.03% | 26 |
|
|
2014
Q1 | $1.26M | Buy |
+12,045
| New | +$1.26M | 0.7% | 40 |
|