NewFocus Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,738
| Closed | -$204K | – | 73 |
|
|
2017
Q3 | $204K | Buy |
+1,738
| New | +$204K | 0.13% | 66 |
|
|
2015
Q3 | – | Sell |
-19,675
| Closed | -$1.9M | – | 62 |
|
|
2015
Q2 | $1.9M | Sell |
19,675
-1,738
| -8% | -$168K | 1.22% | 35 |
|
|
2015
Q1 | $2.25M | Sell |
21,413
-767
| -3% | -$80.5K | 1.4% | 31 |
|
|
2014
Q4 | $2.49M | Sell |
22,180
-275
| -1% | -$30.8K | 1.72% | 28 |
|
|
2014
Q3 | $2.67M | Sell |
22,455
-1,769
| -7% | -$210K | 2.15% | 25 |
|
|
2014
Q2 | $3.16M | Sell |
24,224
-235
| -1% | -$30.7K | 2.5% | 23 |
|
|
2014
Q1 | $2.91M | Buy |
24,459
+685
| +3% | +$81.4K | 2.41% | 27 |
|
|
2013
Q4 | $2.97M | Buy |
+23,774
| New | +$2.97M | 2.51% | 27 |
|