Stanford Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,749
| Closed | -$206K | – | 64 |
|
|
2016
Q4 | $206K | Hold |
1,749
| – | – | 0.1% | 51 |
|
|
2016
Q3 | $180K | Buy |
1,749
+78
| +5% | +$8.03K | 0.08% | 63 |
|
|
2016
Q2 | $175K | Hold |
1,671
| – | – | 0.09% | 63 |
|
|
2016
Q1 | $159K | Hold |
1,671
| – | – | 0.09% | 61 |
|
|
2015
Q4 | $150K | Sell |
1,671
-670
| -29% | -$60.1K | 0.08% | 70 |
|
|
2015
Q3 | $185K | Hold |
2,341
| – | – | 0.14% | 52 |
|
|
2015
Q2 | $226K | Hold |
2,341
| – | – | 0.17% | 46 |
|
|
2015
Q1 | $246K | Hold |
2,341
| – | – | 0.2% | 39 |
|
|
2014
Q4 | $263K | Buy |
+2,341
| New | +$263K | 0.22% | 38 |
|