King Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,220
| Closed | -$232K | – | 67 |
|
|
2015
Q1 | $232K | Buy |
+2,220
| New | +$232K | 0.11% | 99 |
|
|
2014
Q4 | – | Sell |
-1,780
| Closed | -$212K | – | 113 |
|
|
2014
Q3 | $212K | Hold |
1,780
| – | – | 0.1% | 100 |
|
|
2014
Q2 | $232K | Sell |
1,780
-36
| -2% | -$4.69K | 0.1% | 103 |
|
|
2014
Q1 | $216K | Sell |
1,816
-60
| -3% | -$7.14K | 0.1% | 105 |
|
|
2013
Q4 | $234K | Hold |
1,876
| – | – | 0.11% | 110 |
|
|
2013
Q3 | $228K | Hold |
1,876
| – | – | 0.1% | 119 |
|
|
2013
Q2 | $222K | Buy |
+1,876
| New | +$222K | 0.09% | 104 |
|