BT Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $568K | Hold |
3,925
| – | – | 0.16% | 34 |
|
|
2022
Q1 | $639K | Sell |
3,925
-351
| -8% | -$57.1K | 0.17% | 32 |
|
|
2021
Q4 | $502K | Buy |
+4,276
| New | +$502K | 0.14% | 40 |
|
|
2020
Q1 | – | Sell |
-1,890
| Closed | -$228K | – | 60 |
|
|
2019
Q4 | $228K | Hold |
1,890
| – | – | 0.12% | 55 |
|
|
2019
Q3 | $224K | Hold |
1,890
| – | – | 0.13% | 49 |
|
|
2019
Q2 | $225K | Hold |
1,890
| – | – | 0.13% | 48 |
|
|
2019
Q1 | $233K | Sell |
1,890
-2,622
| -58% | -$323K | 0.14% | 50 |
|
|
2018
Q4 | $533K | Buy |
+4,512
| New | +$533K | 0.23% | 51 |
|