Investors Capital Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.87M | Buy |
17,811
+99
| +0.6% | +$10.4K | 0.36% | 61 |
|
|
2016
Q1 | $1.69M | Buy |
17,712
+2,115
| +14% | +$202K | 0.34% | 72 |
|
|
2015
Q4 | $1.4M | Sell |
15,597
-4,475
| -22% | -$402K | 0.27% | 85 |
|
|
2015
Q3 | $1.58M | Sell |
20,072
-62
| -0.3% | -$4.89K | 0.32% | 63 |
|
|
2015
Q2 | $1.94M | Buy |
20,134
+3,187
| +19% | +$307K | 0.36% | 54 |
|
|
2015
Q1 | $1.78M | Buy |
16,947
+2,240
| +15% | +$235K | 0.33% | 61 |
|
|
2014
Q4 | $1.65M | Buy |
14,707
+2,450
| +20% | +$275K | 0.31% | 67 |
|
|
2014
Q3 | $1.46M | Sell |
12,257
-2,181
| -15% | -$260K | 0.29% | 83 |
|
|
2014
Q2 | $1.88M | Buy |
14,438
+1,283
| +10% | +$167K | 0.3% | 80 |
|
|
2014
Q1 | $1.56M | Sell |
13,155
-360
| -3% | -$42.8K | 0.34% | 59 |
|
|
2013
Q4 | $1.69M | Sell |
13,515
-68
| -0.5% | -$8.49K | 0.39% | 45 |
|
|
2013
Q3 | $1.65M | Buy |
13,583
+334
| +3% | +$40.5K | 0.43% | 53 |
|
|
2013
Q2 | $1.57M | Buy |
+13,249
| New | +$1.57M | 0.48% | 44 |
|