Wilson Kemp & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,462
| Closed | -$452K | – | 34 |
|
|
2014
Q2 | $452K | Buy |
3,462
+225
| +7% | +$29.4K | 1.62% | 23 |
|
|
2014
Q1 | $385K | Sell |
3,237
-462
| -12% | -$54.9K | 1% | 37 |
|
|
2013
Q4 | $462K | Hold |
3,699
| – | – | 0.89% | 40 |
|
|
2013
Q3 | $449K | Sell |
3,699
-5,999
| -62% | -$728K | 0.99% | 35 |
|
|
2013
Q2 | $1.15M | Buy |
+9,698
| New | +$1.15M | 1.1% | 29 |
|