Huber Financial Advisors’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 |
-1,748
| Closed | -$211K | – | 116 |
|
|
2019
Q4 | $211K | Hold |
1,748
| – | – | 0.07% | 114 |
|
|
2019
Q3 | $207K | Hold |
1,748
| – | – | 0.08% | 112 |
|
|
2019
Q2 | $218K | Hold |
1,748
| – | – | 0.09% | 111 |
|
|
2019
Q1 | $215K | Buy |
+1,748
| New | +$215K | 0.1% | 112 |
|
|
2018
Q4 | – | Sell |
-2,225
| Closed | -$272K | – | 101 |
|
|
2018
Q3 | $272K | Buy |
2,225
+5
| +0.2% | +$611 | 0.21% | 80 |
|
|
2018
Q2 | $280K | Buy |
+2,220
| New | +$280K | 0.26% | 75 |
|
|
2018
Q1 | – | Sell |
-1,748
| Closed | -$219K | – | 94 |
|
|
2017
Q4 | $219K | Buy |
+1,748
| New | +$219K | 0.24% | 72 |
|