Derby & Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,801
| Closed | -$217K | – | 44 |
|
|
2019
Q4 | $217K | Buy |
+1,801
| New | +$217K | 0.08% | 56 |
|
|
2018
Q4 | – | Sell |
-1,680
| Closed | -$205K | – | 25 |
|
|
2018
Q3 | $205K | Hold |
1,680
| – | – | 0.12% | 23 |
|
|
2018
Q2 | $212K | Sell |
1,680
-138
| -8% | -$17.4K | 0.13% | 33 |
|
|
2018
Q1 | $207K | Buy |
1,818
+89
| +5% | +$10.1K | 0.14% | 34 |
|
|
2017
Q4 | $216K | Buy |
+1,729
| New | +$216K | 0.15% | 40 |
|