Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $754K | Hold |
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|
2022
Q1 | $848K | Hold |
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|
2021
Q4 | $611K | Hold |
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|
2021
Q3 | $529K | Sell |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $465K | Sell |
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|
2020
Q3 | $417K | Buy |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | $348K | Sell |
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|
2019
Q4 | $624K | Hold |
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|
2019
Q3 | $614K | Hold |
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|
2019
Q2 | $645K | Hold |
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|
2019
Q1 | $638K | Hold |
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|
2018
Q4 | $564K | Hold |
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|
2018
Q3 | $633K | Hold |
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|
2018
Q2 | $655K | Sell |
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|
2018
Q1 | $634K | Hold |
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|
2017
Q4 | $696K | Buy |
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|
2017
Q3 | $618K | Buy |
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