WA
WFG Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.79M | Buy |
36,357
+5,386
| +17% | +$562K | 0.86% | 20 |
|
|
2017
Q1 | $3.33M | Sell |
30,971
-11,939
| -28% | -$1.28M | 0.89% | 22 |
|
|
2016
Q4 | $5.05M | Sell |
42,910
-16,524
| -28% | -$1.94M | 1.24% | 6 |
|
|
2016
Q3 | $6.12M | Buy |
59,434
+1,377
| +2% | +$142K | 1.52% | 4 |
|
|
2016
Q2 | $6.09M | Buy |
58,057
+4,068
| +8% | +$426K | 1.62% | 4 |
|
|
2016
Q1 | $5.15M | Sell |
53,989
-2,031
| -4% | -$194K | 1.49% | 6 |
|
|
2015
Q4 | $5.04M | Sell |
56,020
-422
| -0.7% | -$38K | 1.51% | 7 |
|
|
2015
Q3 | $4.45M | Buy |
56,442
+5,561
| +11% | +$439K | 1.39% | 7 |
|
|
2015
Q2 | $4.91M | Buy |
50,881
+5,027
| +11% | +$485K | 1.35% | 7 |
|
|
2015
Q1 | $4.81M | Sell |
45,854
-9,991
| -18% | -$1.05M | 1.34% | 7 |
|
|
2014
Q4 | $6.27M | Sell |
55,845
-1,121
| -2% | -$126K | 1.27% | 8 |
|
|
2014
Q3 | $6.8M | Buy |
56,966
+160
| +0.3% | +$19.1K | 1.29% | 7 |
|
|
2014
Q2 | $7.42M | Buy |
56,806
+226
| +0.4% | +$29.5K | 1.38% | 5 |
|
|
2014
Q1 | $6.73M | Sell |
56,580
-18,545
| -25% | -$2.21M | 1.35% | 5 |
|
|
2013
Q4 | $9.38M | Sell |
75,125
-4,207
| -5% | -$526K | 1.34% | 5 |
|
|
2013
Q3 | $9.64M | Sell |
79,332
-679
| -0.8% | -$82.5K | 1.49% | 4 |
|
|
2013
Q2 | $9.47M | Buy |
+80,011
| New | +$9.47M | 1.57% | 4 |
|