Private Wealth Advisors (Pennsylvania)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $304K | Hold |
3,600
| – | – | 0.17% | 93 |
|
|
2020
Q3 | $259K | Buy |
3,600
+457
| +15% | +$32.9K | 0.17% | 90 |
|
|
2020
Q2 | $280K | Hold |
3,143
| – | – | 0.19% | 84 |
|
|
2020
Q1 | $281K | Sell |
3,143
-13,995
| -82% | -$1.25M | 0.21% | 78 |
|
|
2019
Q4 | $1.9M | Sell |
17,138
-1,336
| -7% | -$148K | 1.02% | 31 |
|
|
2019
Q3 | $2.19M | Sell |
18,474
-5,297
| -22% | -$628K | 1.12% | 25 |
|
|
2019
Q2 | $2.96M | Buy |
23,771
+18
| +0.1% | +$2.24K | 1.05% | 31 |
|
|
2019
Q1 | $2.93M | Sell |
23,753
-2,449
| -9% | -$302K | 1.09% | 30 |
|
|
2018
Q4 | $2.85M | Buy |
26,202
+3,549
| +16% | +$386K | 1.24% | 27 |
|
|
2018
Q3 | $2.77M | Sell |
22,653
-165
| -0.7% | -$20.2K | 1.02% | 30 |
|
|
2018
Q2 | $2.89M | Sell |
22,818
-334
| -1% | -$42.2K | 1.15% | 25 |
|
|
2018
Q1 | $2.64M | Sell |
23,152
-2,939
| -11% | -$335K | 1.06% | 33 |
|
|
2017
Q4 | $3.27M | Buy |
26,091
+2,999
| +13% | +$375K | 1.27% | 24 |
|
|
2017
Q3 | $2.71M | Buy |
23,092
+51
| +0.2% | +$5.99K | 1.11% | 28 |
|
|
2017
Q2 | $2.4M | Buy |
23,041
+594
| +3% | +$62K | 1.03% | 35 |
|
|
2017
Q1 | $2.41M | Buy |
22,447
+914
| +4% | +$98.1K | 1.08% | 29 |
|
|
2016
Q4 | $2.53M | Sell |
21,533
-939
| -4% | -$111K | 1.18% | 25 |
|
|
2016
Q3 | $2.31M | Hold |
22,472
| – | – | 1.1% | 30 |
|
|
2016
Q2 | $2.36M | Sell |
22,472
-1,679
| -7% | -$176K | 1.16% | 27 |
|
|
2016
Q1 | $2.3M | Buy |
24,151
+2,423
| +11% | +$231K | 1.23% | 28 |
|
|
2015
Q4 | $1.96M | Buy |
21,728
+1,389
| +7% | +$125K | 1.1% | 33 |
|
|
2015
Q3 | $1.6M | Buy |
20,339
+2,783
| +16% | +$219K | 0.8% | 41 |
|
|
2015
Q2 | $1.69M | Buy |
17,556
+3,047
| +21% | +$294K | 0.77% | 41 |
|
|
2015
Q1 | $1.52M | Buy |
14,509
+4,442
| +44% | +$466K | 0.71% | 41 |
|
|
2014
Q4 | $1.13M | Sell |
10,067
-295
| -3% | -$33.1K | 0.55% | 56 |
|
|
2014
Q3 | $1.24M | Buy |
10,362
+2,880
| +38% | +$344K | 0.65% | 54 |
|
|
2014
Q2 | $977K | Hold |
7,482
| – | – | 0.5% | 64 |
|
|
2014
Q1 | $890K | Hold |
7,482
| – | – | 0.48% | 66 |
|
|
2013
Q4 | $935K | Buy |
7,482
+40
| +0.5% | +$5K | 0.51% | 63 |
|
|
2013
Q3 | $904K | Hold |
7,442
| – | – | 0.53% | 60 |
|
|
2013
Q2 | $881K | Buy |
+7,442
| New | +$881K | 0.55% | 59 |
|