Staton Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-27,824
| Closed | -$2.65M | – | 41 |
|
|
2016
Q1 | $2.65M | Buy |
27,824
+150
| +0.5% | +$14.3K | 2.54% | 20 |
|
|
2015
Q4 | $2.49M | Sell |
27,674
-2,045
| -7% | -$184K | 2.55% | 20 |
|
|
2015
Q3 | $2.34M | Sell |
29,719
-120
| -0.4% | -$9.47K | 2.48% | 21 |
|
|
2015
Q2 | $2.88M | Buy |
29,839
+740
| +3% | +$71.4K | 2.73% | 19 |
|
|
2015
Q1 | $3.06M | Buy |
+29,099
| New | +$3.06M | 2.79% | 20 |
|