Longer Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.5M | Sell |
20,285
-165
| -0.8% | -$20.3K | 2.95% | 10 |
|
|
2018
Q4 | $2.23M | Sell |
20,450
-2,420
| -11% | -$263K | 2.59% | 12 |
|
|
2018
Q3 | $2.8M | Sell |
22,870
-2,390
| -9% | -$292K | 2.69% | 13 |
|
|
2018
Q2 | $3.19M | Sell |
25,260
-350
| -1% | -$44.3K | 3.1% | 8 |
|
|
2018
Q1 | $2.92M | Buy |
25,610
+2,703
| +12% | +$308K | 3.2% | 10 |
|
|
2017
Q4 | $2.87M | Sell |
22,907
-73
| -0.3% | -$9.14K | 2.4% | 12 |
|
|
2017
Q3 | $2.7M | Buy |
22,980
+395
| +2% | +$46.4K | 2.41% | 11 |
|
|
2017
Q2 | $2.36M | Buy |
22,585
+75
| +0.3% | +$7.82K | 2.06% | 14 |
|
|
2017
Q1 | $2.42M | Sell |
22,510
-22
| -0.1% | -$2.36K | 2.32% | 13 |
|
|
2016
Q4 | $2.65M | Buy |
+22,532
| New | +$2.65M | 2.42% | 13 |
|
|
2016
Q1 | – | Sell |
-17,332
| Closed | -$1.56M | – | 46 |
|
|
2015
Q4 | $1.56M | Buy |
17,332
+14,132
| +442% | +$1.27M | 1.37% | 26 |
|
|
2015
Q3 | $252K | Sell |
3,200
-15,815
| -83% | -$1.25M | 0.3% | 27 |
|
|
2015
Q2 | $1.83M | Sell |
19,015
-40
| -0.2% | -$3.86K | 1.61% | 22 |
|
|
2015
Q1 | $2M | Sell |
19,055
-7,620
| -29% | -$800K | 1.53% | 21 |
|
|
2014
Q4 | $2.99M | Buy |
26,675
+3,755
| +16% | +$421K | 2.22% | 15 |
|
|
2014
Q3 | $2.74M | Buy |
22,920
+2,522
| +12% | +$301K | 2.21% | 14 |
|
|
2014
Q2 | $2.66M | Sell |
20,398
-1,442
| -7% | -$188K | 2.01% | 14 |
|
|
2014
Q1 | $2.6M | Buy |
21,840
+1,845
| +9% | +$219K | 2.06% | 17 |
|
|
2013
Q4 | $2.5M | Sell |
19,995
-770
| -4% | -$96.2K | 1.95% | 15 |
|
|
2013
Q3 | $2.52M | Sell |
20,765
-240
| -1% | -$29.2K | 2.03% | 11 |
|
|
2013
Q2 | $2.49M | Buy |
+21,005
| New | +$2.49M | 2.26% | 15 |
|