Sumitomo Mitsui Financial Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,804
Closed -$131K 121
2020
Q1
$131K Sell
1,804
-13,492
-88% -$980K 0.01% 96
2019
Q4
$1.84M Sell
15,296
-2,085
-12% -$251K 0.14% 46
2019
Q3
$2.06M Buy
17,381
+1,815
+12% +$215K 0.17% 45
2019
Q2
$1.94M Sell
15,566
-208
-1% -$25.9K 0.15% 46
2019
Q1
$1.94M Sell
15,774
-1,787
-10% -$220K 0.17% 44
2018
Q4
$1.91M Buy
17,561
+566
+3% +$61.5K 0.12% 46
2018
Q3
$2.08M Buy
16,995
+199
+1% +$24.3K 0.17% 40
2018
Q2
$2.12M Buy
16,796
+2,801
+20% +$354K 0.22% 35
2018
Q1
$1.6M Buy
13,995
+1,531
+12% +$175K 0.15% 42
2017
Q4
$1.56M Buy
12,464
+305
+3% +$38.2K 0.2% 37
2017
Q3
$1.43M Sell
12,159
-3,912
-24% -$460K 0.17% 42
2017
Q2
$1.68M Buy
16,071
+15,410
+2,331% +$1.61M 0.34% 28
2017
Q1
$71K Buy
+661
New +$71K 0.01% 52