Brio Consultants’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
2023
Q3
$210K Buy
2021
Q2
Sell
2021
Q1
$239K Buy
2020
Q3
Sell
2020
Q2
$240K Buy
2020
Q1
Sell
2019
Q4
$301K Sell
2019
Q3
$317K Sell
2019
Q2
$762K Buy
2019
Q1
$262K Buy
2018
Q4
$229K Buy