Fiduciary Financial Services of The Southwest’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.53M | Buy |
12,715
+170
| +1% | +$20.5K | 0.4% | 66 |
|
|
2019
Q3 | $1.49M | Sell |
12,545
-102
| -0.8% | -$12.1K | 0.4% | 67 |
|
|
2019
Q2 | $1.57M | Buy |
12,647
+520
| +4% | +$64.7K | 0.45% | 63 |
|
|
2019
Q1 | $1.49M | Buy |
12,127
+27
| +0.2% | +$3.33K | 0.43% | 62 |
|
|
2018
Q4 | $1.32M | Hold |
12,100
| – | – | 0.42% | 65 |
|
|
2018
Q3 | $1.48M | Hold |
12,100
| – | – | 0.41% | 65 |
|
|
2018
Q2 | $1.53M | Buy |
12,100
+32
| +0.3% | +$4.05K | 0.46% | 63 |
|
|
2018
Q1 | $1.38M | Sell |
12,068
-40
| -0.3% | -$4.56K | 0.42% | 67 |
|
|
2017
Q4 | $1.52M | Hold |
12,108
| – | – | 0.44% | 69 |
|
|
2017
Q3 | $1.42M | Hold |
12,108
| – | – | 0.43% | 71 |
|
|
2017
Q2 | $1.26M | Buy |
12,108
+210
| +2% | +$21.9K | 0.39% | 75 |
|
|
2017
Q1 | $1.28M | Hold |
11,898
| – | – | 0.41% | 76 |
|
|
2016
Q4 | $1.4M | Hold |
11,898
| – | – | 0.46% | 67 |
|
|
2016
Q3 | $1.23M | Hold |
11,898
| – | – | 0.39% | 75 |
|
|
2016
Q2 | $1.25M | Hold |
11,898
| – | – | 0.4% | 69 |
|
|
2016
Q1 | $1.14M | Hold |
11,898
| – | – | 0.4% | 70 |
|
|
2015
Q4 | $1.07M | Hold |
11,898
| – | – | 0.38% | 76 |
|
|
2015
Q3 | $939K | Sell |
11,898
-21,945
| -65% | -$1.73M | 0.33% | 87 |
|
|
2015
Q2 | $3.27M | Sell |
33,843
-501
| -1% | -$48.3K | 1.01% | 29 |
|
|
2015
Q1 | $3.61M | Sell |
34,344
-1,302
| -4% | -$137K | 1.06% | 26 |
|
|
2014
Q4 | $4M | Buy |
35,646
+1,107
| +3% | +$124K | 1.15% | 25 |
|
|
2014
Q3 | $4.12M | Sell |
34,539
-120
| -0.3% | -$14.3K | 1.16% | 22 |
|
|
2014
Q2 | $4.53M | Sell |
34,659
-15
| -0% | -$1.96K | 1.27% | 22 |
|
|
2014
Q1 | $4.12M | Buy |
34,674
+45
| +0.1% | +$5.35K | 1.25% | 24 |
|
|
2013
Q4 | $4.33M | Sell |
34,629
-220
| -0.6% | -$27.5K | 1.36% | 21 |
|
|
2013
Q3 | $4.23M | Buy |
34,849
+11,563
| +50% | +$1.4M | 1.4% | 21 |
|
|
2013
Q2 | $2.76M | Buy |
+23,286
| New | +$2.76M | 0.92% | 37 |
|