Wood Investment Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $568K | Sell |
4,763
-334
| -7% | -$39.8K | 0.09% | 52 |
|
|
2014
Q2 | $665K | Sell |
5,097
-2
| -0% | -$261 | 0.1% | 50 |
|
|
2014
Q1 | $606K | Sell |
5,099
-420
| -8% | -$49.9K | 0.1% | 49 |
|
|
2013
Q4 | $689K | Sell |
5,519
-815
| -13% | -$102K | 0.11% | 47 |
|
|
2013
Q3 | $770K | Hold |
6,334
| – | – | 0.14% | 44 |
|
|
2013
Q2 | $750K | Buy |
+6,334
| New | +$750K | 0.14% | 50 |
|