Spero-Smith Investment Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $1.35M | Buy |
13,090
+381
| +3% | +$39.2K | 1.81% | 26 |
|
|
2016
Q2 | $1.33M | Sell |
12,709
-426
| -3% | -$44.6K | 1.66% | 29 |
|
|
2016
Q1 | $1.25M | Sell |
13,135
-927
| -7% | -$88.5K | 1.57% | 31 |
|
|
2015
Q4 | $1.27M | Sell |
14,062
-420
| -3% | -$37.8K | 1.61% | 32 |
|
|
2015
Q3 | $1.14M | Hold |
14,482
| – | – | 1.55% | 30 |
|
|
2015
Q2 | $1.4M | Sell |
14,482
-200
| -1% | -$19.3K | 1.59% | 32 |
|
|
2015
Q1 | $1.54M | Buy |
14,682
+600
| +4% | +$63K | 1.71% | 31 |
|
|
2014
Q4 | $1.58M | Hold |
14,082
| – | – | 1.8% | 29 |
|
|
2014
Q3 | $1.68M | Buy |
14,082
+83
| +0.6% | +$9.9K | 1.95% | 26 |
|
|
2014
Q2 | $1.83M | Sell |
13,999
-388
| -3% | -$50.6K | 2.06% | 25 |
|
|
2014
Q1 | $1.71M | Sell |
14,387
-170
| -1% | -$20.2K | 2.02% | 25 |
|
|
2013
Q4 | $1.82M | Hold |
14,557
| – | – | 2.08% | 25 |
|
|
2013
Q3 | $1.77M | Buy |
14,557
+28
| +0.2% | +$3.4K | 2.2% | 25 |
|
|
2013
Q2 | $1.72M | Buy |
+14,529
| New | +$1.72M | 2.14% | 25 |
|