Gideon Capital Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,853
Closed -$325K 387
2018
Q1
$325K Sell
2,853
-502
-15% -$57.2K 0.2% 208
2017
Q4
$420K Buy
+3,355
New +$420K 0.37% 76