Capital Directions Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $60.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $23K | Sell |
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|
2021
Q2 | $39K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $30K | Sell |
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|
2020
Q3 | $31K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $42K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $51K | Buy |
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