Avitas Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $442K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.58M | Buy |
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|
2019
Q3 | $3.52M | Buy |
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|
2019
Q2 | $3.64M | Sell |
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|
2019
Q1 | $3.62M | Buy |
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|
2018
Q4 | $3.17M | Buy |
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|
2018
Q3 | $2.74M | Buy |
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|
2018
Q2 | $2.72M | Buy |
|