Lehman Financial Resources’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $4.21M | Buy |
34,469
+676
| +2% | +$82.6K | 1.98% | 12 |
|
|
2018
Q2 | $4.27M | Sell |
33,793
-299
| -0.9% | -$37.8K | 2.15% | 12 |
|
|
2018
Q1 | $3.89M | Sell |
34,092
-999
| -3% | -$114K | 1.99% | 12 |
|
|
2017
Q4 | $4.39M | Buy |
35,091
+201
| +0.6% | +$25.2K | 2.28% | 12 |
|
|
2017
Q3 | $4.1M | Buy |
34,890
+254
| +0.7% | +$29.8K | 2.08% | 14 |
|
|
2017
Q2 | $3.61M | Buy |
34,636
+301
| +0.9% | +$31.3K | 2.03% | 14 |
|
|
2017
Q1 | $3.69M | Buy |
34,335
+50
| +0.1% | +$5.37K | 2.04% | 17 |
|
|
2016
Q4 | $4.04M | Sell |
34,285
-399
| -1% | -$47K | 2.3% | 15 |
|
|
2016
Q3 | $3.57M | Buy |
34,684
+301
| +0.9% | +$31K | 2.06% | 18 |
|
|
2016
Q2 | $3.6M | Buy |
34,383
+110
| +0.3% | +$11.5K | 1.81% | 17 |
|
|
2016
Q1 | $3.27M | Sell |
34,273
-4,798
| -12% | -$458K | 1.74% | 18 |
|
|
2015
Q4 | $3.51M | Sell |
39,071
-1,328
| -3% | -$119K | 1.89% | 14 |
|
|
2015
Q3 | $3.19M | Sell |
40,399
-3,341
| -8% | -$263K | 1.62% | 15 |
|
|
2015
Q2 | $4.22M | Buy |
43,740
+1,643
| +4% | +$158K | 2.04% | 11 |
|
|
2015
Q1 | $4.42M | Buy |
42,097
+1,251
| +3% | +$131K | 2.03% | 10 |
|
|
2014
Q4 | $4.58M | Buy |
40,846
+38,580
| +1,703% | +$4.33M | 2.25% | 8 |
|
|
2014
Q3 | $270K | Hold |
2,266
| – | – | 0.14% | 53 |
|
|
2014
Q2 | $296K | Hold |
2,266
| – | – | 0.14% | 52 |
|
|
2014
Q1 | $269K | Hold |
2,266
| – | – | 0.14% | 52 |
|
|
2013
Q4 | $283K | Hold |
2,266
| – | – | 0.17% | 50 |
|
|
2013
Q3 | $275K | Buy |
2,266
+110
| +5% | +$13.4K | 0.18% | 49 |
|
|
2013
Q2 | $255K | Buy |
+2,156
| New | +$255K | 0.17% | 46 |
|