Scout Investments’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 |
-2,100
| Closed | -$225K | – | 289 |
|
2017
Q1 | $225K | Hold |
2,100
| – | – | 0.01% | 297 |
|
2016
Q4 | $247K | Sell |
2,100
-181
| -8% | -$21.3K | 0.01% | 292 |
|
2016
Q3 | $235K | Hold |
2,281
| – | – | 0.01% | 297 |
|
2016
Q2 | $239K | Buy |
+2,281
| New | +$239K | 0.01% | 290 |
|
2015
Q1 | – | Sell |
-2,159
| Closed | -$242K | – | 283 |
|
2014
Q4 | $242K | Hold |
2,159
| – | – | ﹤0.01% | 268 |
|
2014
Q3 | $258K | Hold |
2,159
| – | – | ﹤0.01% | 265 |
|
2014
Q2 | $282K | Buy |
+2,159
| New | +$282K | ﹤0.01% | 262 |
|
2014
Q1 | – | Sell |
-1,895
| Closed | -$237K | – | 284 |
|
2013
Q4 | $237K | Hold |
1,895
| – | – | ﹤0.01% | 275 |
|
2013
Q3 | $230K | Hold |
1,895
| – | – | ﹤0.01% | 372 |
|
2013
Q2 | $224K | Buy |
+1,895
| New | +$224K | ﹤0.01% | 263 |
|