Baystate 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 | $738K | Buy |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $605K | Buy |
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|
2023
Q1 | $445K | Buy |
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|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $339K | Sell |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $163K | Sell |
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|
2020
Q3 | $140K | Sell |
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|
2020
Q2 | $201K | Sell |
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|
2020
Q1 | $165K | Sell |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $283K | Buy |
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|
2019
Q2 | $295K | Sell |
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|
2019
Q1 | $338K | Sell |
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|
2018
Q4 | $329K | Sell |
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|
2018
Q3 | $428K | Buy |
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|
2018
Q2 | $388K | Buy |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $441K | Sell |
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|
2017
Q3 | $414K | Buy |
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|
2017
Q2 | $298K | Sell |
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|
2017
Q1 | $347K | Buy |
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|
2016
Q4 | $259K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $60K | Buy |
|