Sterne Agee Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $7.82M | Sell |
73,764
-528
| -0.7% | -$56K | 1.15% | 10 |
|
|
2014
Q4 | $8.33M | Buy |
74,292
+2,219
| +3% | +$249K | 1.29% | 8 |
|
|
2014
Q3 | $8.6M | Buy |
72,073
+4,009
| +6% | +$478K | 1.37% | 6 |
|
|
2014
Q2 | $8.89M | Buy |
68,064
+8,724
| +15% | +$1.14M | 1.48% | 4 |
|
|
2014
Q1 | $7.06M | Buy |
59,340
+14,360
| +32% | +$1.71M | 1.39% | 6 |
|
|
2013
Q4 | $5.62M | Buy |
44,980
+16,836
| +60% | +$2.1M | 1.85% | 8 |
|
|
2013
Q3 | $3.42M | Buy |
28,144
+4,788
| +21% | +$582K | 1.33% | 10 |
|
|
2013
Q2 | $2.76M | Buy |
+23,356
| New | +$2.76M | 0.98% | 19 |
|