SVA Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.38M | Sell |
40,076
-486
| -1% | -$41K | 0.3% | 66 |
|
|
2020
Q3 | $2.92M | Buy |
40,562
+2,867
| +8% | +$206K | 0.29% | 71 |
|
|
2020
Q2 | $3.36M | Buy |
37,695
+2,627
| +7% | +$234K | 0.36% | 60 |
|
|
2020
Q1 | $2.54M | Buy |
35,068
+71
| +0.2% | +$5.15K | 0.29% | 63 |
|
|
2019
Q4 | $4.22M | Sell |
34,997
-1,043
| -3% | -$126K | 0.39% | 59 |
|
|
2019
Q3 | $4.27M | Sell |
36,040
-3,904
| -10% | -$463K | 0.42% | 56 |
|
|
2019
Q2 | $4.97M | Sell |
39,944
-1,408
| -3% | -$175K | 0.49% | 45 |
|
|
2019
Q1 | $5.09M | Buy |
41,352
+1,284
| +3% | +$158K | 0.49% | 50 |
|
|
2018
Q4 | $4.36M | Sell |
40,068
-478
| -1% | -$52K | 0.49% | 53 |
|
|
2018
Q3 | $4.96M | Sell |
40,546
-351
| -0.9% | -$42.9K | 0.5% | 53 |
|
|
2018
Q2 | $5.17M | Sell |
40,897
-2,384
| -6% | -$301K | 0.56% | 52 |
|
|
2018
Q1 | $5.09M | Buy |
43,281
+1,351
| +3% | +$159K | 0.63% | 47 |
|
|
2017
Q4 | $5.25M | Sell |
41,930
-1,351
| -3% | -$169K | 0.62% | 46 |
|
|
2017
Q3 | $5.09M | Buy |
43,281
+406
| +0.9% | +$47.7K | 0.63% | 47 |
|
|
2017
Q2 | $4.47M | Buy |
42,875
+1,600
| +4% | +$167K | 0.58% | 52 |
|
|
2017
Q1 | $4.43M | Sell |
41,275
-411
| -1% | -$44.1K | 0.6% | 51 |
|
|
2016
Q4 | $4.91M | Sell |
41,686
-5,634
| -12% | -$663K | 0.73% | 42 |
|
|
2016
Q3 | $4.87M | Buy |
47,320
+1,507
| +3% | +$155K | 0.76% | 45 |
|
|
2016
Q2 | $4.8M | Buy |
45,813
+562
| +1% | +$58.9K | 0.78% | 39 |
|
|
2016
Q1 | $4.32M | Sell |
45,251
-709
| -2% | -$67.6K | 0.71% | 44 |
|
|
2015
Q4 | $4.14M | Sell |
45,960
-6,390
| -12% | -$575K | 0.72% | 43 |
|
|
2015
Q3 | $4.13M | Sell |
52,350
-5,153
| -9% | -$406K | 0.77% | 43 |
|
|
2015
Q2 | $5.55M | Buy |
57,503
+8,260
| +17% | +$797K | 1.02% | 31 |
|
|
2015
Q1 | $5.17M | Buy |
49,243
+33,315
| +209% | +$3.5M | 0.94% | 36 |
|
|
2014
Q4 | $1.79M | Buy |
15,928
+3,451
| +28% | +$387K | 0.65% | 34 |
|
|
2014
Q3 | $1.49M | Buy |
12,477
+211
| +2% | +$25.2K | 0.63% | 38 |
|
|
2014
Q2 | $1.6M | Buy |
12,266
+836
| +7% | +$109K | 0.68% | 36 |
|
|
2014
Q1 | $1.36M | Buy |
11,430
+1,766
| +18% | +$210K | 0.64% | 39 |
|
|
2013
Q4 | $1.21M | Buy |
+9,664
| New | +$1.21M | 0.72% | 36 |
|