Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.7K | Buy |
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|
2025
Q2 | $9.16K | Buy |
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|
2025
Q1 | $5.86K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $33K | Sell |
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|
2021
Q1 | $73K | Sell |
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|
2020
Q4 | $116K | Sell |
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|
2020
Q3 | $164K | Sell |
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|
2020
Q2 | $289K | Buy |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $379K | Sell |
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|
2019
Q3 | $753K | Buy |
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|
2019
Q2 | $407K | Sell |
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|
2019
Q1 | $430K | Buy |
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|
2018
Q4 | $380K | Buy |
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