Peachtree Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $493K | Hold |
4,531
| – | – | 0.38% | 44 |
|
|
2018
Q3 | $554K | Hold |
4,531
| – | – | 0.38% | 49 |
|
|
2018
Q2 | $573K | Hold |
4,531
| – | – | 0.41% | 45 |
|
|
2018
Q1 | $517K | Sell |
4,531
-585
| -11% | -$66.8K | 0.39% | 48 |
|
|
2017
Q4 | $641K | Sell |
5,116
-185
| -3% | -$23.2K | 0.49% | 42 |
|
|
2017
Q3 | $623K | Sell |
5,301
-250
| -5% | -$29.4K | 0.54% | 44 |
|
|
2017
Q2 | $579K | Sell |
5,551
-100
| -2% | -$10.4K | 0.5% | 49 |
|
|
2017
Q1 | $607K | Sell |
5,651
-120
| -2% | -$12.9K | 0.56% | 46 |
|
|
2016
Q4 | $679K | Sell |
5,771
-400
| -6% | -$47.1K | 0.67% | 47 |
|
|
2016
Q3 | $635K | Hold |
6,171
| – | – | 0.62% | 46 |
|
|
2016
Q2 | $647K | Hold |
6,171
| – | – | 0.66% | 46 |
|
|
2016
Q1 | $589K | Hold |
6,171
| – | – | 0.59% | 47 |
|
|
2015
Q4 | $555K | Hold |
6,171
| – | – | 0.58% | 50 |
|
|
2015
Q3 | $487K | Sell |
6,171
-956
| -13% | -$75.4K | 0.51% | 57 |
|
|
2015
Q2 | $688K | Buy |
7,127
+10
| +0.1% | +$965 | 0.51% | 59 |
|
|
2015
Q1 | $747K | Buy |
7,117
+265
| +4% | +$27.8K | 0.54% | 56 |
|
|
2014
Q4 | $769K | Sell |
6,852
-111
| -2% | -$12.5K | 0.52% | 52 |
|
|
2014
Q3 | $831K | Buy |
6,963
+388
| +6% | +$46.3K | 0.56% | 51 |
|
|
2014
Q2 | $858K | Buy |
6,575
+174
| +3% | +$22.7K | 0.57% | 49 |
|
|
2014
Q1 | $761K | Buy |
6,401
+8
| +0.1% | +$951 | 0.52% | 56 |
|
|
2013
Q4 | $799K | Buy |
+6,393
| New | +$799K | 0.54% | 54 |
|