Lodestar Investment Counsel’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$7.01M Buy
56,354
+2,125
+4% +$264K 0.72% 47
2019
Q1
$6.68M Buy
54,229
+495
+0.9% +$61K 0.71% 46
2018
Q4
$5.85M Buy
53,734
+8,131
+18% +$885K 0.71% 43
2018
Q3
$5.58M Buy
45,603
+4,600
+11% +$562K 0.6% 48
2018
Q2
$5.18M Buy
41,003
+149
+0.4% +$18.8K 0.6% 49
2018
Q1
$4.66M Buy
40,854
+825
+2% +$94.1K 0.54% 51
2017
Q4
$5.01M Buy
40,029
+2,000
+5% +$250K 0.58% 53
2017
Q3
$4.47M Sell
38,029
-50
-0.1% -$5.87K 0.55% 54
2017
Q2
$3.97M Sell
38,079
-35
-0.1% -$3.65K 0.51% 55
2017
Q1
$4.09M Sell
38,114
-950
-2% -$102K 0.53% 54
2016
Q4
$4.6M Buy
39,064
+2,375
+6% +$280K 0.62% 54
2016
Q3
$3.78M Sell
36,689
-2,893
-7% -$298K 0.52% 55
2016
Q2
$4.15M Sell
39,582
-375
-0.9% -$39.3K 0.59% 54
2016
Q1
$3.81M Buy
39,957
+6,803
+21% +$649K 0.55% 56
2015
Q4
$2.98M Sell
33,154
-545
-2% -$49K 0.47% 59
2015
Q3
$2.66M Buy
33,699
+175
+0.5% +$13.8K 0.45% 59
2015
Q2
$3.23M Buy
33,524
+2,800
+9% +$270K 0.51% 60
2015
Q1
$3.23M Buy
30,724
+19,258
+168% +$2.02M 0.5% 58
2014
Q4
$1.29M Sell
11,466
-600
-5% -$67.3K 0.37% 46
2014
Q3
$1.44M Sell
12,066
-200
-2% -$23.9K 0.44% 45
2014
Q2
$1.6M Buy
12,266
+600
+5% +$78.3K 0.48% 44
2014
Q1
$1.39M Buy
11,666
+1,662
+17% +$198K 0.43% 46
2013
Q4
$1.25M Hold
10,004
0.41% 47
2013
Q3
$1.22M Buy
10,004
+200
+2% +$24.3K 0.44% 43
2013
Q2
$1.16M Buy
+9,804
New +$1.16M 0.44% 44