Genesis Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
$212K Buy
2,198
+13
+0.6% +$1.25K 0.17% 65
2015
Q1
$229K Sell
2,185
-287
-12% -$30.1K 0.19% 59
2014
Q4
$268K Buy
+2,472
New +$268K 0.21% 54