Stevens First Principles Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $4K | Sell |
33
-221
| -87% | -$26.8K | ﹤0.01% | 142 |
|
|
2019
Q1 | $31K | Hold |
254
| – | – | 0.02% | 104 |
|
|
2018
Q4 | $28K | Hold |
254
| – | – | 0.02% | 105 |
|
|
2018
Q3 | $31K | Hold |
254
| – | – | 0.02% | 108 |
|
|
2018
Q2 | $32K | Hold |
254
| – | – | 0.02% | 106 |
|
|
2018
Q1 | $29K | Hold |
254
| – | – | 0.02% | 110 |
|
|
2017
Q4 | $32K | Hold |
254
| – | – | 0.02% | 126 |
|
|
2017
Q3 | $30K | Hold |
254
| – | – | 0.02% | 123 |
|
|
2017
Q2 | $27K | Hold |
254
| – | – | 0.02% | 121 |
|
|
2017
Q1 | $27K | Hold |
254
| – | – | 0.02% | 117 |
|
|
2016
Q4 | $30K | Hold |
254
| – | – | 0.02% | 115 |
|
|
2016
Q3 | $26K | Hold |
254
| – | – | 0.02% | 106 |
|
|
2016
Q2 | $27K | Hold |
254
| – | – | 0.02% | 99 |
|
|
2016
Q1 | $24K | Hold |
254
| – | – | 0.02% | 96 |
|
|
2015
Q4 | $23K | Sell |
254
-28
| -10% | -$2.54K | 0.02% | 132 |
|
|
2015
Q3 | $22K | Hold |
282
| – | – | 0.02% | 141 |
|
|
2015
Q2 | $27K | Hold |
282
| – | – | 0.02% | 161 |
|
|
2015
Q1 | $30K | Hold |
282
| – | – | 0.02% | 146 |
|
|
2014
Q4 | $32K | Hold |
282
| – | – | 0.02% | 143 |
|
|
2014
Q3 | $34K | Hold |
282
| – | – | 0.02% | 158 |
|
|
2014
Q2 | $37K | Sell |
282
-714
| -72% | -$93.7K | 0.02% | 156 |
|
|
2014
Q1 | $118K | Buy |
996
+900
| +938% | +$107K | 0.08% | 97 |
|
|
2013
Q4 | $12K | Hold |
96
| – | – | 0.01% | 176 |
|
|
2013
Q3 | $12K | Hold |
96
| – | – | 0.01% | 172 |
|
|
2013
Q2 | $11K | Buy |
+96
| New | +$11K | 0.01% | 179 |
|