Bernicke 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $730K | Sell |
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|
2020
Q1 | $768K | Buy |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $1.01M | Buy |
|
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|
2019
Q2 | $941K | Buy |
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|
2019
Q1 | $856K | Buy |
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|
2018
Q4 | $721K | Buy |
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|
2018
Q3 | $757K | Buy |
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|
2018
Q2 | $712K | Buy |
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|
2018
Q1 | $583K | Sell |
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|
2017
Q4 | $666K | Buy |
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|
2017
Q3 | $609K | Sell |
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|
2017
Q2 | $632K | Sell |
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|
2017
Q1 | $721K | Sell |
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|
2016
Q4 | $1.02M | Sell |
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|
2016
Q3 | $926K | Sell |
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|
2016
Q2 | $945K | Sell |
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|
2016
Q1 | $861K | Buy |
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|
2015
Q4 | $763K | Buy |
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|
2015
Q3 | $662K | Sell |
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|
2015
Q2 | $814K | Buy |
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|
2015
Q1 | $758K | Sell |
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|
2014
Q4 | $1.02M | Buy |
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