MU Investments Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-660
| Closed | -$83K | – | 58 |
|
|
2017
Q4 | $83K | Sell |
660
-200
| -23% | -$25.2K | 0.06% | 31 |
|
|
2017
Q3 | $101K | Sell |
860
-200
| -19% | -$23.5K | 0.08% | 30 |
|
|
2017
Q2 | $110K | Sell |
1,060
-380
| -26% | -$39.4K | 0.08% | 34 |
|
|
2017
Q1 | $155K | Sell |
1,440
-200
| -12% | -$21.5K | 0.11% | 35 |
|
|
2016
Q4 | $193K | Sell |
1,640
-710
| -30% | -$83.6K | 0.14% | 33 |
|
|
2016
Q3 | $238K | Sell |
2,350
-750
| -24% | -$76K | 0.17% | 33 |
|
|
2016
Q2 | $321K | Sell |
3,100
-2,400
| -44% | -$249K | 0.22% | 45 |
|
|
2016
Q1 | $524K | Buy |
5,500
+100
| +2% | +$9.53K | 0.33% | 41 |
|
|
2015
Q4 | $488K | Sell |
5,400
-3,790
| -41% | -$343K | 0.29% | 48 |
|
|
2015
Q3 | $701K | Buy |
9,190
+100
| +1% | +$7.63K | 0.38% | 50 |
|
|
2015
Q2 | $879K | Sell |
9,090
-3,100
| -25% | -$300K | 0.42% | 43 |
|
|
2015
Q1 | $1.3M | Sell |
12,190
-780
| -6% | -$83.4K | 0.61% | 33 |
|
|
2014
Q4 | $1.47M | Sell |
12,970
-200
| -2% | -$22.7K | 0.64% | 32 |
|
|
2014
Q3 | $1.59M | Sell |
13,170
-1,900
| -13% | -$229K | 0.78% | 26 |
|
|
2014
Q2 | $1.97M | Sell |
15,070
-1,000
| -6% | -$130K | 0.9% | 25 |
|
|
2014
Q1 | $1.9M | Sell |
16,070
-2,700
| -14% | -$320K | 0.88% | 26 |
|
|
2013
Q4 | $2.34M | Sell |
18,770
-30,370
| -62% | -$3.79M | 1.01% | 24 |
|
|
2013
Q3 | $6.03M | Sell |
49,140
-6,200
| -11% | -$760K | 2.88% | 1 |
|
|
2013
Q2 | $6.57M | Buy |
+55,340
| New | +$6.57M | 2.78% | 1 |
|