Marshwinds Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.22M | Sell |
20,426
-1,185
| -5% | -$129K | 1.19% | 35 |
|
|
2018
Q3 | $2.64M | Sell |
21,611
-85
| -0.4% | -$10.4K | 1.21% | 31 |
|
|
2018
Q2 | $2.74M | Buy |
21,696
+13
| +0.1% | +$1.64K | 1.3% | 29 |
|
|
2018
Q1 | $2.47M | Sell |
21,683
-36
| -0.2% | -$4.11K | 1.18% | 30 |
|
|
2017
Q4 | $2.72M | Sell |
21,719
-736
| -3% | -$92.1K | 1.26% | 32 |
|
|
2017
Q3 | $2.64M | Buy |
22,455
+14
| +0.1% | +$1.65K | 1.23% | 33 |
|
|
2017
Q2 | $2.34M | Buy |
22,441
+264
| +1% | +$27.5K | 1.11% | 37 |
|
|
2017
Q1 | $2.38M | Sell |
22,177
-86
| -0.4% | -$9.23K | 1.11% | 37 |
|
|
2016
Q4 | $2.62M | Buy |
22,263
+13
| +0.1% | +$1.53K | 1.25% | 31 |
|
|
2016
Q3 | $2.29M | Sell |
22,250
-35
| -0.2% | -$3.6K | 1.12% | 34 |
|
|
2016
Q2 | $2.34M | Sell |
22,285
-385
| -2% | -$40.4K | 1.14% | 33 |
|
|
2016
Q1 | $2.16M | Sell |
22,670
-83
| -0.4% | -$7.92K | 1.11% | 32 |
|
|
2015
Q4 | $2.05M | Sell |
22,753
-483
| -2% | -$43.5K | 1.07% | 32 |
|
|
2015
Q3 | $1.83M | Buy |
23,236
+519
| +2% | +$40.9K | 0.98% | 37 |
|
|
2015
Q2 | $2.19M | Sell |
22,717
-136
| -0.6% | -$13.1K | 1.1% | 33 |
|
|
2015
Q1 | $2.4M | Buy |
22,853
+638
| +3% | +$67K | 1.14% | 33 |
|
|
2014
Q4 | $2.49M | Buy |
22,215
+128
| +0.6% | +$14.4K | 1.17% | 30 |
|
|
2014
Q3 | $2.64M | Buy |
22,087
+11
| +0% | +$1.31K | 1.31% | 23 |
|
|
2014
Q2 | $2.88M | Buy |
22,076
+11
| +0% | +$1.44K | 1.39% | 22 |
|
|
2014
Q1 | $2.62M | Buy |
22,065
+11
| +0% | +$1.31K | 1.32% | 25 |
|
|
2013
Q4 | $2.76M | Sell |
22,054
-81
| -0.4% | -$10.1K | 1.46% | 21 |
|
|
2013
Q3 | $2.69M | Sell |
22,135
-499
| -2% | -$60.6K | 1.55% | 18 |
|
|
2013
Q2 | $2.68M | Buy |
+22,634
| New | +$2.68M | 1.59% | 19 |
|