Kelman-Lazarov Inc’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-450
Closed -$53K 136
2016
Q4
$53K Hold
450
0.03% 157
2016
Q3
$45.6K Hold
450
0.03% 186
2016
Q2
$46.9K Hold
450
0.03% 177
2016
Q1
$42K Buy
+450
New +$42K 0.02% 196