Strategic Capital Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $5.6M | Sell |
42,876
-1,654
| -4% | -$216K | 1.75% | 11 |
|
|
2014
Q1 | $5.3M | Buy |
44,530
+22,151
| +99% | +$2.63M | 1.71% | 11 |
|
|
2013
Q4 | $2.8M | Sell |
22,379
-10,968
| -33% | -$1.37M | 2.18% | 8 |
|
|
2013
Q3 | $4.05M | Buy |
33,347
+5,349
| +19% | +$650K | 1.52% | 14 |
|
|
2013
Q2 | $3.31M | Buy |
+27,998
| New | +$3.31M | 1.65% | 10 |
|