Pinnacle Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,012
| Closed | -$216K | – | 186 |
|
|
2017
Q1 | $216K | Sell |
2,012
-2,078
| -51% | -$223K | 0.01% | 180 |
|
|
2016
Q4 | $481K | Sell |
4,090
-218
| -5% | -$25.6K | 0.03% | 111 |
|
|
2016
Q3 | $440K | Buy |
4,308
+922
| +27% | +$94.2K | 0.04% | 72 |
|
|
2016
Q2 | $355K | Sell |
3,386
-860
| -20% | -$90.2K | 0.03% | 89 |
|
|
2016
Q1 | $405K | Sell |
4,246
-101
| -2% | -$9.63K | 0.04% | 67 |
|
|
2015
Q4 | $391K | Sell |
4,347
-92
| -2% | -$8.28K | 0.04% | 65 |
|
|
2015
Q3 | $350K | Buy |
4,439
+144
| +3% | +$11.4K | 0.04% | 66 |
|
|
2015
Q2 | $414K | Sell |
4,295
-1,412
| -25% | -$136K | 0.04% | 57 |
|
|
2015
Q1 | $599K | Buy |
5,707
+923
| +19% | +$96.9K | 0.05% | 74 |
|
|
2014
Q4 | $536K | Buy |
4,784
+562
| +13% | +$63K | 0.05% | 78 |
|
|
2014
Q3 | $503K | Sell |
4,222
-151
| -3% | -$18K | 0.06% | 62 |
|
|
2014
Q2 | $570K | Sell |
4,373
-189
| -4% | -$24.6K | 0.07% | 59 |
|
|
2014
Q1 | $542K | Buy |
4,562
+467
| +11% | +$55.5K | 0.05% | 55 |
|
|
2013
Q4 | $511K | Sell |
4,095
-60
| -1% | -$7.49K | 0.06% | 51 |
|
|
2013
Q3 | $504K | Hold |
4,155
| – | – | 0.06% | 57 |
|
|
2013
Q2 | $492K | Buy |
+4,155
| New | +$492K | 0.07% | 47 |
|