Lenox Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $74K | Hold |
838
| – | – | 0.02% | 219 |
|
|
2020
Q1 | $60K | Sell |
838
-328
| -28% | -$23.5K | 0.02% | 227 |
|
|
2019
Q4 | $141K | Sell |
1,166
-132
| -10% | -$16K | 0.04% | 178 |
|
|
2019
Q3 | $153K | Buy |
1,298
+90
| +7% | +$10.6K | 0.04% | 158 |
|
|
2019
Q2 | $150K | Buy |
1,208
+100
| +9% | +$12.4K | 0.04% | 153 |
|
|
2019
Q1 | $136K | Buy |
1,108
+204
| +23% | +$25K | 0.04% | 152 |
|
|
2018
Q4 | $98K | Sell |
904
-218
| -19% | -$23.6K | 0.03% | 163 |
|
|
2018
Q3 | $137K | Sell |
1,122
-211
| -16% | -$25.8K | 0.04% | 165 |
|
|
2018
Q2 | $169K | Buy |
1,333
+52
| +4% | +$6.59K | 0.05% | 146 |
|
|
2018
Q1 | $146K | Buy |
1,281
+55
| +4% | +$6.27K | 0.05% | 149 |
|
|
2017
Q4 | $153K | Sell |
1,226
-82
| -6% | -$10.2K | 0.05% | 139 |
|
|
2017
Q3 | $153K | Buy |
1,308
+45
| +4% | +$5.26K | 0.05% | 143 |
|
|
2017
Q2 | $132K | Sell |
1,263
-270
| -18% | -$28.2K | 0.05% | 140 |
|
|
2017
Q1 | $165K | Sell |
1,533
-451
| -23% | -$48.5K | 0.12% | 45 |
|
|
2016
Q4 | $234K | Buy |
1,984
+85
| +4% | +$10K | 0.18% | 23 |
|
|
2016
Q3 | $195K | Sell |
1,899
-19
| -1% | -$1.95K | 0.15% | 28 |
|
|
2016
Q2 | $201K | Buy |
1,918
+137
| +8% | +$14.4K | 0.15% | 29 |
|
|
2016
Q1 | $170K | Buy |
1,781
+156
| +10% | +$14.9K | 0.12% | 39 |
|
|
2015
Q4 | $146K | Sell |
1,625
-505
| -24% | -$45.4K | 0.11% | 44 |
|
|
2015
Q3 | $168K | Sell |
2,130
-87
| -4% | -$6.86K | 0.14% | 30 |
|
|
2015
Q2 | $214K | Sell |
2,217
-41
| -2% | -$3.96K | 0.16% | 27 |
|
|
2015
Q1 | $237K | Sell |
2,258
-73
| -3% | -$7.66K | 0.17% | 25 |
|
|
2014
Q4 | $261K | Sell |
2,331
-193
| -8% | -$21.6K | 0.17% | 28 |
|
|
2014
Q3 | $301K | Sell |
2,524
-32
| -1% | -$3.82K | 0.2% | 16 |
|
|
2014
Q2 | $334K | Sell |
2,556
-293
| -10% | -$38.3K | 0.23% | 15 |
|
|
2014
Q1 | $339K | Sell |
2,849
-546
| -16% | -$65K | 0.17% | 21 |
|
|
2013
Q4 | $424K | Buy |
+3,395
| New | +$424K | 0.28% | 16 |
|