Marquette Asset 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 |
-265
| Closed | -$32K | – | 256 |
|
|
2019
Q4 | $32K | Hold |
265
| – | – | 0.01% | 158 |
|
|
2019
Q3 | $31K | Sell |
265
-168
| -39% | -$19.7K | 0.01% | 176 |
|
|
2019
Q2 | $54K | Sell |
433
-130
| -23% | -$16.2K | 0.02% | 144 |
|
|
2019
Q1 | $69K | Buy |
+563
| New | +$69K | 0.02% | 130 |
|
|
2013
Q3 | – | Sell |
-1,835
| Closed | -$217K | – | 83 |
|
|
2013
Q2 | $217K | Buy |
+1,835
| New | +$217K | 0.11% | 78 |
|