Mid Atlantic Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.7M | Buy |
36,442
+1,453
| +4% | +$147K | 0.25% | 85 |
|
|
2021
Q2 | $3.67M | Buy |
34,989
+1,954
| +6% | +$205K | 0.25% | 85 |
|
|
2021
Q1 | $3.46M | Buy |
33,035
+257
| +0.8% | +$26.9K | 0.25% | 91 |
|
|
2020
Q4 | $2.77M | Buy |
32,778
+9,153
| +39% | +$773K | 0.21% | 106 |
|
|
2020
Q3 | $1.88M | Sell |
23,625
-5,834
| -20% | -$463K | 0.16% | 126 |
|
|
2020
Q2 | $2.63M | Sell |
29,459
-1,359
| -4% | -$121K | 0.25% | 86 |
|
|
2020
Q1 | $2.23M | Buy |
30,818
+960
| +3% | +$69.6K | 0.26% | 85 |
|
|
2019
Q4 | $3.6M | Buy |
29,858
+9,559
| +47% | +$1.15M | 0.34% | 71 |
|
|
2019
Q3 | $2.41M | Sell |
20,299
-5,025
| -20% | -$596K | 0.26% | 76 |
|
|
2019
Q2 | $3.15M | Buy |
25,324
+5,165
| +26% | +$643K | 0.33% | 65 |
|
|
2019
Q1 | $2.48M | Sell |
20,159
-789
| -4% | -$97.2K | 0.27% | 72 |
|
|
2018
Q4 | $2.28M | Buy |
+20,948
| New | +$2.28M | 0.28% | 73 |
|