Wealthfront’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $8.32M | Sell |
68,075
-9,343
| -12% | -$1.14M | 0.08% | 44 |
|
|
2018
Q2 | $9.79M | Sell |
77,418
-6,490
| -8% | -$821K | 0.1% | 34 |
|
|
2018
Q1 | $9.57M | Buy |
83,908
+1,286
| +2% | +$147K | 0.1% | 35 |
|
|
2017
Q4 | $10.3M | Buy |
82,622
+15,660
| +23% | +$1.96M | 0.12% | 33 |
|
|
2017
Q3 | $7.87M | Buy |
66,962
+11,600
| +21% | +$1.36M | 0.1% | 37 |
|
|
2017
Q2 | $5.78M | Buy |
55,362
+1,427
| +3% | +$149K | 0.09% | 43 |
|
|
2017
Q1 | $5.79M | Buy |
53,935
+2,027
| +4% | +$218K | 0.1% | 38 |
|
|
2016
Q4 | $6.11M | Buy |
51,908
+10,822
| +26% | +$1.27M | 0.13% | 33 |
|
|
2016
Q3 | $4.23M | Sell |
41,086
-420
| -1% | -$43.2K | 0.1% | 38 |
|
|
2016
Q2 | $4.35M | Buy |
41,506
+5,501
| +15% | +$577K | 0.12% | 34 |
|
|
2016
Q1 | $3.44M | Sell |
36,005
-3,763
| -9% | -$359K | 0.11% | 40 |
|
|
2015
Q4 | $3.58M | Buy |
39,768
+16,830
| +73% | +$1.51M | 0.13% | 32 |
|
|
2015
Q3 | $1.81M | Buy |
22,938
+14,949
| +187% | +$1.18M | 0.07% | 53 |
|
|
2015
Q2 | $771K | Buy |
7,989
+4,491
| +128% | +$433K | 0.03% | 74 |
|
|
2015
Q1 | $367K | Buy |
3,498
+1,146
| +49% | +$120K | 0.02% | 121 |
|
|
2014
Q4 | $264K | Sell |
2,352
-4,497
| -66% | -$505K | 0.02% | 147 |
|
|
2014
Q3 | $817K | Sell |
6,849
-176
| -3% | -$21K | 0.06% | 41 |
|
|
2014
Q2 | $922K | Buy |
7,025
+3,890
| +124% | +$511K | 0.08% | 23 |
|
|
2014
Q1 | $373K | Buy |
+3,135
| New | +$373K | 0.05% | 33 |
|