Stifel Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $6.83M | Buy |
57,206
+42
| +0.1% | +$5.01K | 1.31% | 14 |
|
|
2014
Q2 | $7.46M | Sell |
57,164
-1,250
| -2% | -$163K | 1.39% | 10 |
|
|
2014
Q1 | $6.95M | Sell |
58,414
-2,545
| -4% | -$303K | 1.31% | 17 |
|
|
2013
Q4 | $7.62M | Sell |
60,959
-693
| -1% | -$86.6K | 1.43% | 13 |
|
|
2013
Q3 | $7.49M | Buy |
61,652
+1,685
| +3% | +$205K | 1.49% | 10 |
|
|
2013
Q2 | $7.1M | Buy |
+59,967
| New | +$7.1M | 1.47% | 11 |
|