LifePlan Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $78K | Hold |
1,081
| – | – | 0.03% | 211 |
|
|
2020
Q2 | $96K | Hold |
1,081
| – | – | 0.04% | 181 |
|
|
2020
Q1 | $78K | Hold |
1,081
| – | – | 0.04% | 186 |
|
|
2019
Q4 | $130K | Buy |
1,081
+51
| +5% | +$6.13K | 0.06% | 164 |
|
|
2019
Q3 | $122K | Hold |
1,030
| – | – | 0.06% | 163 |
|
|
2019
Q2 | $128K | Hold |
1,030
| – | – | 0.06% | 160 |
|
|
2019
Q1 | $127K | Hold |
1,030
| – | – | 0.07% | 166 |
|
|
2018
Q4 | $112K | Hold |
1,030
| – | – | 0.07% | 162 |
|
|
2018
Q3 | $126K | Hold |
1,030
| – | – | 0.07% | 159 |
|
|
2018
Q2 | $130K | Sell |
1,030
-800
| -44% | -$101K | 0.07% | 155 |
|
|
2018
Q1 | $209K | Buy |
1,830
+70
| +4% | +$8K | 0.12% | 109 |
|
|
2017
Q4 | $207K | Hold |
1,760
| – | – | 0.13% | 107 |
|
|
2017
Q3 | $207K | Sell |
1,760
-327
| -16% | -$38.5K | 0.13% | 107 |
|
|
2017
Q2 | $218K | Hold |
2,087
| – | – | 0.15% | 101 |
|
|
2017
Q1 | $224K | Hold |
2,087
| – | – | 0.16% | 104 |
|
|
2016
Q4 | $246K | Buy |
2,087
+118
| +6% | +$13.9K | 0.17% | 104 |
|
|
2016
Q3 | $203K | Buy |
+1,969
| New | +$203K | 0.14% | 108 |
|
|
2015
Q3 | – | Sell |
-2,179
| Closed | -$210K | – | 90 |
|
|
2015
Q2 | $210K | Buy |
+2,179
| New | +$210K | 0.14% | 91 |
|
|
2015
Q1 | – | Sell |
-1,865
| Closed | -$209K | – | 81 |
|
|
2014
Q4 | $209K | Hold |
1,865
| – | – | 0.14% | 76 |
|
|
2014
Q3 | $223K | Hold |
1,865
| – | – | 0.19% | 60 |
|
|
2014
Q2 | $243K | Hold |
1,865
| – | – | 0.17% | 54 |
|
|
2014
Q1 | $222K | Buy |
1,865
+204
| +12% | +$24.3K | 0.18% | 56 |
|
|
2013
Q4 | $207K | Buy |
1,661
+400
| +32% | +$49.8K | 0.14% | 58 |
|
|
2013
Q3 | $153K | Buy |
1,261
+1,126
| +834% | +$137K | 0.12% | 54 |
|
|
2013
Q2 | $16K | Buy |
+135
| New | +$16K | 0.02% | 103 |
|