Loudon Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,663
| Closed | -$441K | – | 79 |
|
|
2019
Q4 | $441K | Hold |
3,663
| – | – | 0.34% | 64 |
|
|
2019
Q3 | $434K | Hold |
3,663
| – | – | 0.37% | 63 |
|
|
2019
Q2 | $456K | Hold |
3,663
| – | – | 0.39% | 61 |
|
|
2019
Q1 | $451K | Hold |
3,663
| – | – | 0.4% | 59 |
|
|
2018
Q4 | $398K | Buy |
3,663
+800
| +28% | +$86.9K | 0.38% | 65 |
|
|
2018
Q3 | $350K | Hold |
2,863
| – | – | 0.28% | 72 |
|
|
2018
Q2 | $362K | Sell |
2,863
-340
| -11% | -$43K | 0.29% | 71 |
|
|
2018
Q1 | $365K | Sell |
3,203
-200
| -6% | -$22.8K | 0.29% | 68 |
|
|
2017
Q4 | $426K | Hold |
3,403
| – | – | 0.32% | 64 |
|
|
2017
Q3 | $400K | Sell |
3,403
-153
| -4% | -$18K | 0.31% | 66 |
|
|
2017
Q2 | $371K | Hold |
3,556
| – | – | 0.28% | 67 |
|
|
2017
Q1 | $382K | Sell |
3,556
-145
| -4% | -$15.6K | 0.29% | 66 |
|
|
2016
Q4 | $436K | Buy |
3,701
+115
| +3% | +$13.5K | 0.34% | 56 |
|
|
2016
Q3 | $369K | Hold |
3,586
| – | – | 0.29% | 59 |
|
|
2016
Q2 | $376K | Sell |
3,586
-1,000
| -22% | -$105K | 0.3% | 59 |
|
|
2016
Q1 | $438K | Sell |
4,586
-898
| -16% | -$85.8K | 0.35% | 52 |
|
|
2015
Q4 | $493K | Buy |
5,484
+310
| +6% | +$27.9K | 0.4% | 49 |
|
|
2015
Q3 | $408K | Sell |
5,174
-300
| -5% | -$23.7K | 0.35% | 50 |
|
|
2015
Q2 | $528K | Buy |
5,474
+102
| +2% | +$9.84K | 0.4% | 49 |
|
|
2015
Q1 | $564K | Buy |
5,372
+76
| +1% | +$7.98K | 0.43% | 50 |
|
|
2014
Q4 | $594K | Hold |
5,296
| – | – | 0.44% | 47 |
|
|
2014
Q3 | $632K | Sell |
5,296
-150
| -3% | -$17.9K | 0.45% | 47 |
|
|
2014
Q2 | $711K | Hold |
5,446
| – | – | 0.49% | 49 |
|
|
2014
Q1 | $648K | Sell |
5,446
-883
| -14% | -$105K | 0.47% | 54 |
|
|
2013
Q4 | $791K | Buy |
+6,329
| New | +$791K | 0.58% | 48 |
|