Nancy B. Gardiner’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $417K | Buy |
4,675
+125
| +3% | +$11.2K | 0.69% | 51 |
|
|
2020
Q1 | $329K | Buy |
4,550
+140
| +3% | +$10.1K | 0.66% | 51 |
|
|
2019
Q4 | $531K | Buy |
4,410
+765
| +21% | +$92.1K | 0.85% | 43 |
|
|
2019
Q3 | $433K | Buy |
3,645
+120
| +3% | +$14.3K | 0.73% | 46 |
|
|
2019
Q2 | $438K | Buy |
3,525
+510
| +17% | +$63.4K | 0.72% | 49 |
|
|
2019
Q1 | $372K | Buy |
3,015
+415
| +16% | +$51.2K | 0.64% | 54 |
|
|
2018
Q4 | $284K | Buy |
2,600
+600
| +30% | +$65.5K | 0.58% | 54 |
|
|
2018
Q3 | $244K | Hold |
2,000
| – | – | 0.43% | 63 |
|
|
2018
Q2 | $253K | Hold |
2,000
| – | – | 0.75% | 38 |
|
|
2018
Q1 | $229K | Hold |
2,000
| – | – | 0.68% | 41 |
|
|
2017
Q4 | $250K | Buy |
+2,000
| New | +$250K | 0.7% | 39 |
|
|
2017
Q1 | – | Sell |
-1,730
| Closed | -$204K | – | 52 |
|
|
2016
Q4 | $204K | Buy |
+1,730
| New | +$204K | 0.52% | 50 |
|