Ronald Blue & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $902K | Sell |
8,639
-4,011
| -32% | -$419K | 0.03% | 82 |
|
|
2017
Q1 | $1.36M | Buy |
12,650
+1,115
| +10% | +$120K | 0.05% | 61 |
|
|
2016
Q4 | $1.36M | Sell |
11,535
-1,007
| -8% | -$119K | 0.05% | 62 |
|
|
2016
Q3 | $1.29M | Sell |
12,542
-651
| -5% | -$67K | 0.05% | 59 |
|
|
2016
Q2 | $1.38M | Sell |
13,193
-7,205
| -35% | -$755K | 0.06% | 53 |
|
|
2016
Q1 | $1.95M | Sell |
20,398
-2,361
| -10% | -$225K | 0.1% | 33 |
|
|
2015
Q4 | $2.05M | Sell |
22,759
-8,487
| -27% | -$764K | 0.11% | 34 |
|
|
2015
Q3 | $2.46M | Sell |
31,246
-4,230
| -12% | -$334K | 0.13% | 27 |
|
|
2015
Q2 | $3.42M | Buy |
35,476
+756
| +2% | +$72.9K | 0.16% | 21 |
|
|
2015
Q1 | $3.65M | Buy |
34,720
+1,475
| +4% | +$155K | 0.17% | 21 |
|
|
2014
Q4 | $3.73M | Buy |
33,245
+680
| +2% | +$76.3K | 0.18% | 21 |
|
|
2014
Q3 | $3.89M | Buy |
32,565
+345
| +1% | +$41.2K | 0.25% | 18 |
|
|
2014
Q2 | $4.21M | Buy |
32,220
+1,206
| +4% | +$157K | 0.27% | 16 |
|
|
2014
Q1 | $3.69M | Buy |
31,014
+760
| +3% | +$90.4K | 0.27% | 18 |
|
|
2013
Q4 | $3.78M | Sell |
30,254
-2,906
| -9% | -$363K | 0.28% | 19 |
|
|
2013
Q3 | $4.03M | Buy |
33,160
+16,846
| +103% | +$2.05M | 0.33% | 14 |
|
|
2013
Q2 | $1.93M | Buy |
+16,314
| New | +$1.93M | 0.16% | 21 |
|