Girard Securities’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,549
| Closed | -$770K | – | 14 |
|
|
2017
Q3 | $770K | Sell |
6,549
-4,937
| -43% | -$580K | 0.68% | 36 |
|
|
2017
Q2 | $1.2M | Sell |
11,486
-48
| -0.4% | -$5.02K | 0.9% | 28 |
|
|
2017
Q1 | $1.24M | Sell |
11,534
-2,002
| -15% | -$215K | 1.06% | 22 |
|
|
2016
Q4 | $1.59M | Sell |
13,536
-678
| -5% | -$79.8K | 1.39% | 13 |
|
|
2016
Q3 | $1.47M | Sell |
14,214
-521
| -4% | -$54K | 1.51% | 11 |
|
|
2016
Q2 | $1.55M | Sell |
14,735
-1,056
| -7% | -$111K | 1.42% | 10 |
|
|
2016
Q1 | $1.51M | Buy |
15,791
+70
| +0.4% | +$6.68K | 1.48% | 9 |
|
|
2015
Q4 | $1.41M | Buy |
+15,721
| New | +$1.41M | 1.41% | 13 |
|