Parasol Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $255K | Sell |
2,375
-2,130
| -47% | -$229K | 0.42% | 23 |
|
|
2016
Q4 | $530K | Buy |
4,505
+22
| +0.5% | +$2.59K | 0.56% | 31 |
|
|
2016
Q3 | $461K | Sell |
4,483
-207
| -4% | -$21.3K | 0.48% | 35 |
|
|
2016
Q2 | $492K | Sell |
4,690
-55
| -1% | -$5.77K | 0.51% | 35 |
|
|
2016
Q1 | $453K | Sell |
4,745
-260
| -5% | -$24.8K | 0.44% | 32 |
|
|
2015
Q4 | $450K | Buy |
5,005
+65
| +1% | +$5.84K | 0.43% | 30 |
|
|
2015
Q3 | $390K | Sell |
4,940
-5,166
| -51% | -$408K | 0.35% | 34 |
|
|
2015
Q2 | $975K | Buy |
10,106
+215
| +2% | +$20.7K | 0.66% | 27 |
|
|
2015
Q1 | $1.04M | Buy |
9,891
+1,085
| +12% | +$114K | 0.65% | 23 |
|
|
2014
Q4 | $988K | Buy |
8,806
+2,995
| +52% | +$336K | 0.68% | 21 |
|
|
2014
Q3 | $693K | Buy |
5,811
+610
| +12% | +$72.7K | 0.48% | 29 |
|
|
2014
Q2 | $679K | Buy |
5,201
+3,182
| +158% | +$415K | 0.47% | 27 |
|
|
2014
Q1 | $240K | Buy |
2,019
+1,365
| +209% | +$162K | 0.17% | 34 |
|
|
2013
Q4 | $82K | Buy |
+654
| New | +$82K | 0.05% | 55 |
|