BT 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
$568K Hold
2022
Q1
$639K Sell
2021
Q4
$502K Buy
2020
Q1
Sell
2019
Q4
$228K Hold
2019
Q3
$224K Hold
2019
Q2
$225K Hold
2019
Q1
$233K Sell
2018
Q4
$533K Buy