Hochman Cole Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,390
| Closed | -$213K | – | 113 |
|
|
2020
Q2 | $213K | Buy |
+2,390
| New | +$213K | 0.12% | 100 |
|
|
2020
Q1 | – | Sell |
-2,107
| Closed | -$254K | – | 105 |
|
|
2019
Q4 | $254K | Buy |
2,107
+3
| +0.1% | +$362 | 0.14% | 101 |
|
|
2019
Q3 | $250K | Buy |
2,104
+72
| +4% | +$8.56K | 0.16% | 93 |
|
|
2019
Q2 | $253K | Buy |
2,032
+2
| +0.1% | +$249 | 0.15% | 100 |
|
|
2019
Q1 | $250K | Sell |
2,030
-611
| -23% | -$75.2K | 0.15% | 102 |
|
|
2018
Q4 | $287K | Buy |
2,641
+1
| +0% | +$109 | 0.2% | 87 |
|
|
2018
Q3 | $323K | Buy |
2,640
+2
| +0.1% | +$245 | 0.2% | 78 |
|
|
2018
Q2 | $334K | Buy |
2,638
+1
| +0% | +$127 | 0.22% | 68 |
|
|
2018
Q1 | $301K | Buy |
2,637
+7
| +0.3% | +$799 | 0.21% | 77 |
|
|
2017
Q4 | $329K | Sell |
2,630
-59
| -2% | -$7.38K | 0.21% | 71 |
|
|
2017
Q3 | $316K | Buy |
2,689
+7
| +0.3% | +$823 | 0.21% | 69 |
|
|
2017
Q2 | $280K | Buy |
2,682
+7
| +0.3% | +$731 | 0.19% | 72 |
|
|
2017
Q1 | $287K | Sell |
2,675
-37
| -1% | -$3.97K | 0.21% | 70 |
|
|
2016
Q4 | $319K | Buy |
2,712
+723
| +36% | +$85K | 0.23% | 66 |
|
|
2016
Q3 | $205K | Buy |
+1,989
| New | +$205K | 0.15% | 82 |
|