Independence 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 | $275K | Buy |
3,823
+160
| +4% | +$11.5K | 0.06% | 75 |
|
|
2020
Q2 | $327K | Sell |
3,663
-49
| -1% | -$4.37K | 0.07% | 63 |
|
|
2020
Q1 | $269K | Sell |
3,712
-497
| -12% | -$36K | 0.07% | 63 |
|
|
2019
Q4 | $507K | Sell |
4,209
-380
| -8% | -$45.8K | 0.12% | 49 |
|
|
2019
Q3 | $544K | Sell |
4,589
-395
| -8% | -$46.8K | 0.13% | 51 |
|
|
2019
Q2 | $620K | Buy |
4,984
+310
| +7% | +$38.6K | 0.16% | 49 |
|
|
2019
Q1 | $576K | Buy |
4,674
+289
| +7% | +$35.6K | 0.16% | 49 |
|
|
2018
Q4 | $477K | Sell |
4,385
-42
| -0.9% | -$4.57K | 0.16% | 48 |
|
|
2018
Q3 | $541K | Buy |
4,427
+320
| +8% | +$39.1K | 0.16% | 43 |
|
|
2018
Q2 | $519K | Sell |
4,107
-100
| -2% | -$12.6K | 0.17% | 42 |
|
|
2018
Q1 | $480K | Hold |
4,207
| – | – | 0.16% | 43 |
|
|
2017
Q4 | $527K | Sell |
4,207
-25
| -0.6% | -$3.13K | 0.18% | 42 |
|
|
2017
Q3 | $497K | Hold |
4,232
| – | – | 0.2% | 36 |
|
|
2017
Q2 | $442K | Sell |
4,232
-209
| -5% | -$21.8K | 0.18% | 44 |
|
|
2017
Q1 | $477K | Sell |
4,441
-42
| -0.9% | -$4.51K | 0.2% | 41 |
|
|
2016
Q4 | $528K | Sell |
4,483
-10
| -0.2% | -$1.18K | 0.23% | 39 |
|
|
2016
Q3 | $462K | Buy |
+4,493
| New | +$462K | 0.22% | 41 |
|