D. Scott Neal’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,276
| Closed | -$343K | – | 50 |
|
|
2021
Q1 | $343K | Hold |
3,276
| – | – | 0.15% | 30 |
|
|
2020
Q4 | $277K | Sell |
3,276
-1,100
| -25% | -$93K | 0.14% | 32 |
|
|
2020
Q3 | $315K | Hold |
4,376
| – | – | 0.18% | 26 |
|
|
2020
Q2 | $390K | Hold |
4,376
| – | – | 0.24% | 22 |
|
|
2020
Q1 | $317K | Buy |
+4,376
| New | +$317K | 0.19% | 23 |
|
|
2018
Q3 | – | Sell |
-1,449
| Closed | -$183K | – | 42 |
|
|
2018
Q2 | $183K | Sell |
1,449
-102
| -7% | -$12.9K | 0.1% | 37 |
|
|
2018
Q1 | $177K | Hold |
1,551
| – | – | 0.1% | 43 |
|
|
2017
Q4 | $194K | Sell |
1,551
-100
| -6% | -$12.5K | 0.12% | 43 |
|
|
2017
Q3 | $194K | Buy |
1,651
+100
| +6% | +$11.8K | 0.12% | 38 |
|
|
2017
Q2 | $162K | Hold |
1,551
| – | – | 0.11% | 49 |
|
|
2017
Q1 | $167K | Hold |
1,551
| – | – | 0.11% | 49 |
|
|
2016
Q4 | $183K | Buy |
1,551
+865
| +126% | +$102K | 0.13% | 36 |
|
|
2016
Q3 | $71K | Buy |
686
+277
| +68% | +$28.7K | 0.06% | 63 |
|
|
2016
Q2 | $43K | Hold |
409
| – | – | 0.04% | 69 |
|
|
2016
Q1 | $39K | Buy |
409
+9
| +2% | +$858 | 0.04% | 63 |
|
|
2015
Q4 | $36K | Buy |
+400
| New | +$36K | 0.03% | 66 |
|