KMS Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $6.73M | Buy |
56,389
+2,063
| +4% | +$246K | 0.94% | 14 |
|
|
2014
Q2 | $7.09M | Buy |
54,326
+928
| +2% | +$121K | 1.01% | 13 |
|
|
2014
Q1 | $6.35M | Buy |
53,398
+5,906
| +12% | +$702K | 1% | 14 |
|
|
2013
Q4 | $5.93M | Buy |
47,492
+7,286
| +18% | +$910K | 1% | 16 |
|
|
2013
Q3 | $4.89M | Buy |
40,206
+4,277
| +12% | +$520K | 1.19% | 11 |
|
|
2013
Q2 | $4.25M | Buy |
+35,929
| New | +$4.25M | 1.19% | 10 |
|