Wealthcare Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,362
| Closed | -$222K | – | 68 |
|
|
2022
Q1 | $222K | Buy |
+1,362
| New | +$222K | 0.02% | 73 |
|
|
2021
Q2 | – | Sell |
-473
| Closed | -$50K | – | 209 |
|
|
2021
Q1 | $50K | Buy |
+473
| New | +$50K | 0.01% | 136 |
|
|
2020
Q2 | – | Sell |
-331
| Closed | -$24K | – | 92 |
|
|
2020
Q1 | $24K | Sell |
331
-221
| -40% | -$16K | ﹤0.01% | 123 |
|
|
2019
Q4 | $67K | Buy |
552
+139
| +34% | +$16.9K | 0.01% | 96 |
|
|
2019
Q3 | $49K | Hold |
413
| – | – | 0.01% | 99 |
|
|
2019
Q2 | $51K | Hold |
413
| – | – | 0.01% | 94 |
|
|
2019
Q1 | $51K | Hold |
413
| – | – | 0.01% | 95 |
|
|
2018
Q4 | $45K | Hold |
413
| – | – | 0.01% | 96 |
|
|
2018
Q3 | $51K | Hold |
413
| – | – | 0.01% | 88 |
|
|
2018
Q2 | $52K | Hold |
413
| – | – | 0.01% | 82 |
|
|
2018
Q1 | $47K | Sell |
413
-18
| -4% | -$2.05K | 0.01% | 84 |
|
|
2017
Q4 | $54K | Buy |
431
+18
| +4% | +$2.26K | 0.01% | 81 |
|
|
2017
Q3 | $49K | Hold |
413
| – | – | 0.01% | 79 |
|
|
2017
Q2 | $43K | Hold |
413
| – | – | ﹤0.01% | 84 |
|
|
2017
Q1 | $44K | Buy |
413
+100
| +32% | +$10.7K | ﹤0.01% | 86 |
|
|
2016
Q4 | $37K | Sell |
313
-805
| -72% | -$95.2K | ﹤0.01% | 89 |
|
|
2016
Q3 | $115K | Sell |
1,118
-100
| -8% | -$10.3K | 0.01% | 52 |
|
|
2016
Q2 | $128K | Hold |
1,218
| – | – | 0.01% | 50 |
|
|
2016
Q1 | $116K | Sell |
1,218
-130
| -10% | -$12.4K | 0.01% | 53 |
|
|
2015
Q4 | $121K | Sell |
1,348
-1,351
| -50% | -$121K | 0.01% | 61 |
|
|
2015
Q3 | $213K | Buy |
2,699
+975
| +57% | +$76.9K | 0.03% | 43 |
|
|
2015
Q2 | $166K | Sell |
1,724
-6,560
| -79% | -$632K | 0.02% | 51 |
|
|
2015
Q1 | $870K | Buy |
8,284
+7,350
| +787% | +$772K | 0.1% | 28 |
|
|
2014
Q4 | $105K | Hold |
934
| – | – | 0.01% | 57 |
|
|
2014
Q3 | $111K | Hold |
934
| – | – | 0.02% | 56 |
|
|
2014
Q2 | $122K | Hold |
934
| – | – | 0.02% | 50 |
|
|
2014
Q1 | $111K | Buy |
934
+103
| +12% | +$12.2K | 0.02% | 54 |
|
|
2013
Q4 | $104K | Buy |
831
+76
| +10% | +$9.51K | 0.02% | 32 |
|
|
2013
Q3 | $92K | Sell |
755
-21
| -3% | -$2.56K | 0.02% | 30 |
|
|
2013
Q2 | $92K | Buy |
+776
| New | +$92K | 0.02% | 29 |
|