Miles Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $785K | Sell |
10,827
-609
| -5% | -$60.2K | 0.85% | 25 |
|
|
2019
Q4 | $1.38M | Sell |
11,436
-489
| -4% | -$57.6K | 1.11% | 17 |
|
|
2019
Q3 | $1.41M | Sell |
11,925
-623
| -5% | -$75.7K | 1.17% | 17 |
|
|
2019
Q2 | $1.56M | Sell |
12,548
-25
| -0.2% | -$3.02K | 1.27% | 16 |
|
|
2019
Q1 | $1.55M | Buy |
12,573
+7,919
| +170% | +$937K | 1.34% | 14 |
|
|
2018
Q4 | $506K | Sell |
4,654
-2,378
| -34% | -$275K | 0.5% | 60 |
|
|
2018
Q3 | $860K | Sell |
7,032
-3
| -0% | -$364 | 0.7% | 43 |
|
|
2018
Q2 | $889K | Sell |
7,035
-38
| -0.5% | -$4.72K | 0.55% | 42 |
|
|
2018
Q1 | $807K | Sell |
7,073
-4,925
| -41% | -$589K | 0.45% | 53 |
|
|
2017
Q4 | $1.5M | Sell |
11,998
-235
| -2% | -$27.9K | 0.87% | 17 |
|
|
2017
Q3 | $1.44M | Sell |
12,233
-595
| -5% | -$64.9K | 0.81% | 14 |
|
|
2017
Q2 | $1.34M | Buy |
12,828
+578
| +5% | +$61.2K | 0.72% | 20 |
|
|
2017
Q1 | $1.31M | Sell |
12,250
-1,532
| -11% | -$172K | 0.73% | 23 |
|
|
2016
Q4 | $1.62M | Buy |
13,782
+159
| +1% | +$17.3K | 0.99% | 11 |
|
|
2016
Q3 | $1.4M | Buy |
13,623
+427
| +3% | +$43.6K | 0.95% | 14 |
|
|
2016
Q2 | $1.38M | Buy |
13,196
+1,435
| +12% | +$144K | 0.94% | 9 |
|
|
2016
Q1 | $1.12M | Sell |
11,761
-101
| -0.9% | -$8.83K | 0.75% | 26 |
|
|
2015
Q4 | $1.07M | Sell |
11,862
-110
| -0.9% | -$9.92K | 0.73% | 29 |
|
|
2015
Q3 | $944K | Sell |
11,972
-647
| -5% | -$54.5K | 0.68% | 31 |
|
|
2015
Q2 | $1.22M | Sell |
12,619
-128
| -1% | -$13.4K | 0.8% | 27 |
|
|
2015
Q1 | $1.34M | Buy |
12,747
+3,459
| +37% | +$369K | 0.8% | 29 |
|
|
2014
Q4 | $1.04M | Buy |
9,288
+3,708
| +66% | +$421K | 0.56% | 57 |
|
|
2014
Q3 | $666K | Sell |
5,580
-4,644
| -45% | -$593K | 0.35% | 64 |
|
|
2014
Q2 | $1.33M | Sell |
10,224
-4,469
| -30% | -$556K | 0.67% | 43 |
|
|
2014
Q1 | $1.75M | Sell |
14,693
-718
| -5% | -$83.5K | 0.91% | 31 |
|
|
2013
Q4 | $1.93M | Buy |
15,411
+4,339
| +39% | +$524K | 0.94% | 29 |
|
|
2013
Q3 | $1.34M | Sell |
11,072
-4,606
| -29% | -$566K | 0.77% | 32 |
|
|
2013
Q2 | $1.85M | Buy |
+15,678
| New | +$1.89M | 0.86% | 24 |
|