Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.78M | Buy |
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|
2018
Q4 | $3.43M | Sell |
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|
2018
Q3 | $3.88M | Sell |
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|
2018
Q2 | $3.98M | Buy |
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|
2018
Q1 | $3.65M | Buy |
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|
2017
Q4 | $4.01M | Sell |
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|
2017
Q3 | $3.92M | Sell |
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|
2017
Q2 | $3.75M | Buy |
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|
2017
Q1 | $3.77M | Buy |
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|
2016
Q4 | $3.75M | Sell |
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|
2016
Q3 | $3.32M | Buy |
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|
2016
Q2 | $507K | Buy |
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|
2016
Q1 | $25K | Hold |
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|
2015
Q4 | $23K | Hold |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $25K | Hold |
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|
2015
Q1 | $27K | Sell |
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|
2014
Q4 | $1.3M | Buy |
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