Kays Financial Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,347
| Closed | -$931K | – | 65 |
|
|
2015
Q4 | $931K | Buy |
10,347
+827
| +9% | +$74.4K | 0.48% | 30 |
|
|
2015
Q3 | $751K | Buy |
9,520
+2,542
| +36% | +$201K | 0.43% | 32 |
|
|
2015
Q2 | $673K | Buy |
6,978
+630
| +10% | +$60.8K | 0.39% | 34 |
|
|
2015
Q1 | $666K | Buy |
6,348
+2,070
| +48% | +$217K | 0.39% | 31 |
|
|
2014
Q4 | $480K | Buy |
4,278
+1,502
| +54% | +$169K | 0.33% | 31 |
|
|
2014
Q3 | $331K | Buy |
2,776
+287
| +12% | +$34.2K | 0.24% | 33 |
|
|
2014
Q2 | $325K | Buy |
2,489
+644
| +35% | +$84.1K | 0.23% | 25 |
|
|
2014
Q1 | $219K | Buy |
+1,845
| New | +$219K | 0.16% | 29 |
|