Fulcrum Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,326
| Closed | -$284K | – | 55 |
|
|
2018
Q3 | $284K | Hold |
2,326
| – | – | 0.11% | 56 |
|
|
2018
Q2 | $294K | Sell |
2,326
-38
| -2% | -$4.8K | 0.14% | 44 |
|
|
2018
Q1 | $270K | Sell |
2,364
-47
| -2% | -$5.37K | 0.09% | 61 |
|
|
2017
Q4 | $302K | Buy |
+2,411
| New | +$302K | 0.1% | 65 |
|