Smith Hayes Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.48M | Buy |
25,947
+2,260
| +10% | +$216K | 0.5% | 52 |
|
|
2015
Q4 | $2.13M | Sell |
23,687
-7,029
| -23% | -$632K | 0.45% | 59 |
|
|
2015
Q3 | $2.42M | Sell |
30,716
-463
| -1% | -$36.5K | 0.52% | 56 |
|
|
2015
Q2 | $3.01M | Buy |
31,179
+5,242
| +20% | +$506K | 0.59% | 48 |
|
|
2015
Q1 | $2.72M | Buy |
25,937
+10,128
| +64% | +$1.06M | 0.54% | 56 |
|
|
2014
Q4 | $1.77M | Buy |
15,809
+2,082
| +15% | +$233K | 0.37% | 82 |
|
|
2014
Q3 | $1.64M | Sell |
13,727
-77
| -0.6% | -$9.19K | 0.38% | 78 |
|
|
2014
Q2 | $1.8M | Buy |
13,804
+540
| +4% | +$70.5K | 0.42% | 72 |
|
|
2014
Q1 | $1.58M | Buy |
13,264
+1,667
| +14% | +$198K | 0.39% | 77 |
|
|
2013
Q4 | $1.45M | Sell |
11,597
-2,882
| -20% | -$360K | 0.48% | 65 |
|
|
2013
Q3 | $1.76M | Sell |
14,479
-1,971
| -12% | -$239K | 0.67% | 47 |
|
|
2013
Q2 | $1.95M | Buy |
+16,450
| New | +$1.95M | 0.81% | 39 |
|