Partnervest Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.06M | Buy |
14,657
+3,157
| +27% | +$227K | 0.33% | 58 |
|
|
2020
Q2 | $1.03M | Sell |
11,500
-128
| -1% | -$11.4K | 0.39% | 50 |
|
|
2020
Q1 | $843K | Buy |
11,628
+3,615
| +45% | +$262K | 0.38% | 52 |
|
|
2019
Q4 | $966K | Sell |
8,013
-820
| -9% | -$98.9K | 0.35% | 58 |
|
|
2019
Q3 | $1.05M | Buy |
8,833
+604
| +7% | +$71.7K | 0.38% | 59 |
|
|
2019
Q2 | $1.02M | Buy |
8,229
+1
| +0% | +$124 | 0.41% | 53 |
|
|
2019
Q1 | $1.01M | Sell |
8,228
-4,511
| -35% | -$555K | 0.42% | 49 |
|
|
2018
Q4 | $1.39M | Sell |
12,739
-165
| -1% | -$18K | 0.67% | 27 |
|
|
2018
Q3 | $1.58M | Buy |
12,904
+202
| +2% | +$24.7K | 0.63% | 34 |
|
|
2018
Q2 | $1.61M | Sell |
12,702
-137
| -1% | -$17.3K | 0.74% | 30 |
|
|
2018
Q1 | $1.46M | Sell |
12,839
-271
| -2% | -$30.9K | 0.7% | 32 |
|
|
2017
Q4 | $1.64M | Sell |
13,110
-58
| -0.4% | -$7.26K | 0.8% | 23 |
|
|
2017
Q3 | $1.55M | Sell |
13,168
-4,777
| -27% | -$561K | 0.75% | 28 |
|
|
2017
Q2 | $1.87M | Buy |
17,945
+544
| +3% | +$56.7K | 0.84% | 22 |
|
|
2017
Q1 | $1.87M | Buy |
17,401
+5,778
| +50% | +$620K | 0.84% | 22 |
|
|
2016
Q4 | $1.37M | Sell |
11,623
-489
| -4% | -$57.6K | 0.63% | 33 |
|
|
2016
Q3 | $1.25M | Buy |
12,112
+15
| +0.1% | +$1.54K | 0.59% | 31 |
|
|
2016
Q2 | $1.27M | Buy |
12,097
+406
| +3% | +$42.6K | 0.63% | 26 |
|
|
2016
Q1 | $1.12M | Buy |
11,691
+2,116
| +22% | +$202K | 0.58% | 28 |
|
|
2015
Q4 | $861K | Buy |
9,575
+329
| +4% | +$29.6K | 0.48% | 44 |
|
|
2015
Q3 | $729K | Sell |
9,246
-1,014
| -10% | -$79.9K | 0.42% | 47 |
|
|
2015
Q2 | $990K | Buy |
10,260
+656
| +7% | +$63.3K | 0.49% | 39 |
|
|
2015
Q1 | $1.01M | Buy |
9,604
+258
| +3% | +$27.1K | 0.52% | 33 |
|
|
2014
Q4 | $1.05M | Buy |
9,346
+706
| +8% | +$79.2K | 0.51% | 36 |
|
|
2014
Q3 | $1.03M | Buy |
8,640
+5,523
| +177% | +$659K | 0.54% | 34 |
|
|
2014
Q2 | $407K | Sell |
3,117
-93
| -3% | -$12.1K | 0.18% | 87 |
|
|
2014
Q1 | $382K | Sell |
3,210
-172
| -5% | -$20.5K | 0.17% | 89 |
|
|
2013
Q4 | $422K | Buy |
3,382
+226
| +7% | +$28.2K | 0.2% | 83 |
|
|
2013
Q3 | $383K | Buy |
3,156
+251
| +9% | +$30.5K | 0.2% | 71 |
|
|
2013
Q2 | $344K | Buy |
+2,905
| New | +$344K | 0.16% | 65 |
|