Shine Investment Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $88K | Hold |
1,225
| – | – | 0.03% | 209 |
|
|
2020
Q2 | $109K | Hold |
1,225
| – | – | 0.04% | 182 |
|
|
2020
Q1 | $89K | Hold |
1,225
| – | – | 0.04% | 192 |
|
|
2019
Q4 | $148K | Sell |
1,225
-7
| -0.6% | -$846 | 0.06% | 157 |
|
|
2019
Q3 | $146K | Buy |
1,232
+340
| +38% | +$40.3K | 0.07% | 135 |
|
|
2019
Q2 | $111K | Hold |
892
| – | – | 0.05% | 168 |
|
|
2019
Q1 | $110K | Hold |
892
| – | – | 0.05% | 171 |
|
|
2018
Q4 | $97K | Hold |
892
| – | – | 0.05% | 172 |
|
|
2018
Q3 | $109K | Sell |
892
-587
| -40% | -$71.7K | 0.06% | 169 |
|
|
2018
Q2 | $187K | Buy |
1,479
+462
| +45% | +$58.4K | 0.1% | 111 |
|
|
2018
Q1 | $116K | Hold |
1,017
| – | – | 0.06% | 151 |
|
|
2017
Q4 | $127K | Hold |
1,017
| – | – | 0.06% | 133 |
|
|
2017
Q3 | $119K | Hold |
1,017
| – | – | 0.06% | 144 |
|
|
2017
Q2 | $106K | Buy |
+1,017
| New | +$106K | 0.05% | 142 |
|