WEC
Winslow Evans & Crocker’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.11M | Buy |
40,052
+10,331
| +35% | +$801K | 0.59% | 35 |
|
|
2020
Q3 | $2.14M | Buy |
29,721
+298
| +1% | +$21.5K | 0.53% | 44 |
|
|
2020
Q2 | $2.63M | Buy |
29,423
+653
| +2% | +$58.3K | 0.7% | 33 |
|
|
2020
Q1 | $2.09M | Sell |
28,770
-928
| -3% | -$67.3K | 0.69% | 33 |
|
|
2019
Q4 | $3.58M | Buy |
29,698
+210
| +0.7% | +$25.3K | 0.91% | 19 |
|
|
2019
Q3 | $3.5M | Sell |
29,488
-198
| -0.7% | -$23.5K | 0.98% | 17 |
|
|
2019
Q2 | $3.7M | Buy |
29,686
+544
| +2% | +$67.7K | 1.03% | 17 |
|
|
2019
Q1 | $3.59M | Buy |
29,142
+722
| +3% | +$89K | 1.02% | 17 |
|
|
2018
Q4 | $3.09M | Buy |
28,420
+3,094
| +12% | +$337K | 1.04% | 19 |
|
|
2018
Q3 | $3.1M | Sell |
25,326
-804
| -3% | -$98.3K | 0.94% | 20 |
|
|
2018
Q2 | $3.3M | Buy |
26,130
+174
| +0.7% | +$22K | 1.04% | 17 |
|
|
2018
Q1 | $2.96M | Buy |
25,956
+74
| +0.3% | +$8.44K | 0.96% | 20 |
|
|
2017
Q4 | $3.24M | Buy |
25,882
+532
| +2% | +$66.6K | 1.04% | 19 |
|
|
2017
Q3 | $2.98M | Sell |
25,350
-1,263
| -5% | -$148K | 0.99% | 19 |
|
|
2017
Q2 | $2.78M | Buy |
26,613
+607
| +2% | +$63.4K | 0.76% | 29 |
|
|
2017
Q1 | $2.79M | Sell |
26,006
-488
| -2% | -$52.4K | 0.88% | 25 |
|
|
2016
Q4 | $3.12M | Sell |
26,494
-426
| -2% | -$50.1K | 0.96% | 22 |
|
|
2016
Q3 | $2.77M | Buy |
26,920
+336
| +1% | +$34.6K | 0.79% | 28 |
|
|
2016
Q2 | $2.79M | Sell |
26,584
-273
| -1% | -$28.6K | 0.83% | 27 |
|
|
2016
Q1 | $2.56M | Sell |
26,857
-927
| -3% | -$88.4K | 0.77% | 27 |
|
|
2015
Q4 | $2.5M | Buy |
27,784
+266
| +1% | +$23.9K | 0.72% | 30 |
|
|
2015
Q3 | $2.17M | Sell |
27,518
-698
| -2% | -$55.1K | 0.68% | 31 |
|
|
2015
Q2 | $2.72M | Buy |
28,216
+50
| +0.2% | +$4.82K | 0.77% | 27 |
|
|
2015
Q1 | $2.96M | Sell |
28,166
-542
| -2% | -$56.9K | 0.84% | 25 |
|
|
2014
Q4 | $3.22M | Sell |
28,708
-340
| -1% | -$38.1K | 0.92% | 22 |
|
|
2014
Q3 | $3.47M | Buy |
29,048
+4,082
| +16% | +$487K | 0.99% | 16 |
|
|
2014
Q2 | $3.26M | Sell |
24,966
-744
| -3% | -$97.1K | 1.08% | 16 |
|
|
2014
Q1 | $3.06M | Buy |
25,710
+471
| +2% | +$56K | 1.05% | 16 |
|
|
2013
Q4 | $3.15M | Buy |
+25,239
| New | +$3.15M | 1.08% | 13 |
|