MYCIO Wealth Partners’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 |
-10,579
| Closed | -$1.28M | – | 96 |
|
|
2019
Q4 | $1.28M | Sell |
10,579
-1,266
| -11% | -$153K | 0.08% | 107 |
|
|
2019
Q3 | $1.41M | Buy |
11,845
+1,581
| +15% | +$188K | 0.1% | 87 |
|
|
2019
Q2 | $1.28M | Buy |
10,264
+432
| +4% | +$53.7K | 0.1% | 90 |
|
|
2019
Q1 | $1.21M | Sell |
9,832
-75
| -0.8% | -$9.24K | 0.1% | 86 |
|
|
2018
Q4 | $1.08M | Buy |
9,907
+109
| +1% | +$11.9K | 0.1% | 91 |
|
|
2018
Q3 | $1.2M | Buy |
9,798
+3
| +0% | +$367 | 0.12% | 82 |
|
|
2018
Q2 | $1.24M | Buy |
9,795
+1,412
| +17% | +$178K | 0.13% | 76 |
|
|
2018
Q1 | $956K | Sell |
8,383
-97
| -1% | -$11.1K | 0.11% | 80 |
|
|
2017
Q4 | $1.06M | Hold |
8,480
| – | – | 0.11% | 76 |
|
|
2017
Q3 | $996K | Buy |
8,480
+70
| +0.8% | +$8.22K | 0.11% | 80 |
|
|
2017
Q2 | $877K | Sell |
8,410
-1,296
| -13% | -$135K | 0.1% | 86 |
|
|
2017
Q1 | $1.04M | Sell |
9,706
-178
| -2% | -$19.1K | 0.13% | 77 |
|
|
2016
Q4 | $1.16M | Buy |
9,884
+1,275
| +15% | +$150K | 0.16% | 62 |
|
|
2016
Q3 | $886K | Buy |
8,609
+783
| +10% | +$80.6K | 0.15% | 66 |
|
|
2016
Q2 | $820K | Buy |
7,826
+2,033
| +35% | +$213K | 0.14% | 72 |
|
|
2016
Q1 | $553K | Buy |
5,793
+3
| +0.1% | +$286 | 0.1% | 90 |
|
|
2015
Q4 | $521K | Sell |
5,790
-463
| -7% | -$41.7K | 0.09% | 88 |
|
|
2015
Q3 | $493K | Sell |
6,253
-1,944
| -24% | -$153K | 0.1% | 80 |
|
|
2015
Q2 | $791K | Sell |
8,197
-513
| -6% | -$49.5K | 0.15% | 60 |
|
|
2015
Q1 | $914K | Buy |
8,710
+3,903
| +81% | +$410K | 0.19% | 55 |
|
|
2014
Q4 | $539K | Buy |
4,807
+917
| +24% | +$103K | 0.11% | 75 |
|
|
2014
Q3 | $464K | Buy |
3,890
+2
| +0.1% | +$239 | 0.11% | 78 |
|
|
2014
Q2 | $508K | Buy |
3,888
+2
| +0.1% | +$261 | 0.12% | 75 |
|
|
2014
Q1 | $462K | Sell |
3,886
-4,412
| -53% | -$525K | 0.11% | 76 |
|
|
2013
Q4 | $1.04M | Buy |
8,298
+94
| +1% | +$11.7K | 0.26% | 43 |
|
|
2013
Q3 | $997K | Sell |
8,204
-252
| -3% | -$30.6K | 0.27% | 43 |
|
|
2013
Q2 | $1M | Buy |
+8,456
| New | +$1M | 0.28% | 37 |
|