Welch Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $5.3M | Buy |
42,326
+558
| +1% | +$69.9K | 3.36% | 7 |
|
|
2017
Q3 | $4.91M | Buy |
41,768
+1,489
| +4% | +$175K | 3.38% | 6 |
|
|
2017
Q2 | $4.2M | Buy |
40,279
+3,482
| +9% | +$363K | 3.12% | 22 |
|
|
2017
Q1 | $3.95M | Buy |
36,797
+1,991
| +6% | +$214K | 3.13% | 21 |
|
|
2016
Q4 | $4.1M | Buy |
+34,806
| New | +$4.1M | 3.58% | 2 |
|