Stumpf Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $14.6M | Sell |
202,496
-985
| -0.5% | -$70.9K | 27.1% | 2 |
|
|
2020
Q2 | $18.2M | Sell |
203,481
-1,665
| -0.8% | -$149K | 32.39% | 2 |
|
|
2020
Q1 | $14.9M | Buy |
205,146
+2,750
| +1% | +$199K | 25.51% | 2 |
|
|
2019
Q4 | $24.4M | Hold |
202,396
| – | – | 18.74% | 2 |
|
|
2019
Q3 | $24M | Hold |
202,396
| – | – | 20.76% | 2 |
|
|
2019
Q2 | $25.1M | Buy |
202,396
+68,810
| +52% | +$8.54M | 21.46% | 2 |
|
|
2019
Q1 | $16.5M | Sell |
133,586
-68,810
| -34% | -$8.48M | 16.99% | 2 |
|
|
2018
Q4 | $22M | Hold |
202,396
| – | – | 23.01% | 2 |
|
|
2018
Q3 | $24.7M | Hold |
202,396
| – | – | 22.73% | 2 |
|
|
2018
Q2 | $25.6M | Hold |
202,396
| – | – | 23.82% | 2 |
|
|
2018
Q1 | $23.1M | Hold |
202,396
| – | – | 23.09% | 2 |
|
|
2017
Q4 | $25.3M | Buy |
+202,396
| New | +$25.3M | 23.4% | 2 |
|