FundX Investment Group’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 |
-13,978
| Closed | -$1.68M | – | 43 |
|
|
2019
Q4 | $1.68M | Buy |
13,978
+278
| +2% | +$33.5K | 0.45% | 29 |
|
|
2019
Q3 | $1.63M | Hold |
13,700
| – | – | 0.58% | 19 |
|
|
2019
Q2 | $1.71M | Hold |
13,700
| – | – | 0.7% | 19 |
|
|
2019
Q1 | $1.69M | Hold |
13,700
| – | – | 0.57% | 22 |
|
|
2018
Q4 | $1.49M | Hold |
13,700
| – | – | 0.55% | 26 |
|
|
2018
Q3 | $1.68M | Hold |
13,700
| – | – | 0.92% | 14 |
|
|
2018
Q2 | $1.73M | Hold |
13,700
| – | – | 0.86% | 14 |
|
|
2018
Q1 | $1.56M | Sell |
13,700
-278
| -2% | -$31.7K | 0.82% | 12 |
|
|
2017
Q4 | $1.75M | Buy |
13,978
+278
| +2% | +$34.8K | 0.88% | 13 |
|
|
2017
Q3 | $1.61M | Hold |
13,700
| – | – | 0.68% | 13 |
|
|
2017
Q2 | $1.43M | Sell |
13,700
-268
| -2% | -$28K | 0.58% | 15 |
|
|
2017
Q1 | $1.5M | Hold |
13,968
| – | – | 0.63% | 21 |
|
|
2016
Q4 | $1.64M | Hold |
13,968
| – | – | 0.58% | 20 |
|
|
2016
Q3 | $1.44M | Buy |
+13,968
| New | +$1.44M | 0.37% | 25 |
|