Independent Portfolio Consultants’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.27M | Sell |
12,198
-2,769
| -19% | -$289K | 0.53% | 33 |
|
|
2017
Q1 | $1.61M | Sell |
14,967
-2,831
| -16% | -$304K | 0.55% | 29 |
|
|
2016
Q4 | $2.1M | Buy |
17,798
+452
| +3% | +$53.2K | 0.69% | 16 |
|
|
2016
Q3 | $1.79M | Buy |
17,346
+540
| +3% | +$55.6K | 0.56% | 31 |
|
|
2016
Q2 | $1.76M | Sell |
16,806
-467
| -3% | -$49K | 0.55% | 35 |
|
|
2016
Q1 | $1.65M | Buy |
17,273
+3,149
| +22% | +$300K | 0.46% | 54 |
|
|
2015
Q4 | $1.27M | Sell |
14,124
-2,390
| -14% | -$215K | 0.38% | 80 |
|
|
2015
Q3 | $1.3M | Buy |
16,514
+2,395
| +17% | +$189K | 0.28% | 111 |
|
|
2015
Q2 | $1.36M | Buy |
14,119
+370
| +3% | +$35.7K | 0.27% | 132 |
|
|
2015
Q1 | $1.44M | Sell |
13,749
-15
| -0.1% | -$1.57K | 0.3% | 120 |
|
|
2014
Q4 | $1.54M | Buy |
13,764
+2,056
| +18% | +$231K | 0.31% | 113 |
|
|
2014
Q3 | $1.4M | Buy |
11,708
+1,427
| +14% | +$170K | 0.38% | 59 |
|
|
2014
Q2 | $1.34M | Sell |
10,281
-292
| -3% | -$38.1K | 0.38% | 53 |
|
|
2014
Q1 | $1.26M | Buy |
10,573
+569
| +6% | +$67.6K | 0.4% | 54 |
|
|
2013
Q4 | $1.25M | Buy |
10,004
+1,620
| +19% | +$202K | 0.44% | 44 |
|
|
2013
Q3 | $1.02M | Buy |
8,384
+530
| +7% | +$64.4K | 0.41% | 50 |
|
|
2013
Q2 | $929K | Buy |
+7,854
| New | +$929K | 0.42% | 43 |
|