Spectrum Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $906K | Buy |
9,502
+200
| +2% | +$19.1K | 0.36% | 82 |
|
|
2015
Q4 | $837K | Hold |
9,302
| – | – | 0.33% | 88 |
|
|
2015
Q3 | $734K | Buy |
9,302
+900
| +11% | +$71K | 0.3% | 92 |
|
|
2015
Q2 | $811K | Sell |
8,402
-675
| -7% | -$65.2K | 0.31% | 95 |
|
|
2015
Q1 | $953K | Buy |
9,077
+375
| +4% | +$39.4K | 0.34% | 92 |
|
|
2014
Q4 | $976K | Hold |
8,702
| – | – | 0.34% | 87 |
|
|
2014
Q3 | $1.04M | Hold |
8,702
| – | – | 0.38% | 84 |
|
|
2014
Q2 | $1.14M | Sell |
8,702
-67
| -0.8% | -$8.75K | 0.39% | 82 |
|
|
2014
Q1 | $1.04M | Sell |
8,769
-28
| -0.3% | -$3.33K | 0.37% | 85 |
|
|
2013
Q4 | $1.1M | Buy |
8,797
+266
| +3% | +$33.2K | 0.39% | 80 |
|
|
2013
Q3 | $1.04M | Hold |
8,531
| – | – | 0.4% | 81 |
|
|
2013
Q2 | $1.01M | Buy |
+8,531
| New | +$1.01M | 0.41% | 77 |
|