SBA
Secrest Blakey & Associates’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $337K | Sell |
4,684
-63
| -1% | -$4.53K | 0.77% | 37 |
|
|
2020
Q2 | $424K | Buy |
+4,747
| New | +$424K | 1.02% | 35 |
|
|
2020
Q1 | – | Sell |
-5,244
| Closed | -$632K | – | 57 |
|
|
2019
Q4 | $632K | Sell |
5,244
-285
| -5% | -$34.3K | 1.39% | 30 |
|
|
2019
Q3 | $656K | Buy |
5,529
+3
| +0.1% | +$356 | 0.54% | 55 |
|
|
2019
Q2 | $688K | Sell |
5,526
-30
| -0.5% | -$3.74K | 0.6% | 49 |
|
|
2019
Q1 | $684K | Sell |
5,556
-364
| -6% | -$44.8K | 0.66% | 45 |
|
|
2018
Q4 | $644K | Buy |
+5,920
| New | +$644K | 0.54% | 53 |
|
|
2018
Q3 | – | Sell |
-6,033
| Closed | -$763K | – | 102 |
|
|
2018
Q2 | $763K | Buy |
6,033
+29
| +0.5% | +$3.67K | 0.6% | 44 |
|
|
2018
Q1 | $685K | Sell |
6,004
-125
| -2% | -$14.3K | 0.59% | 50 |
|
|
2017
Q4 | $767K | Buy |
+6,129
| New | +$767K | 0.62% | 43 |
|