Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $287K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $344K | Buy |
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|
2018
Q2 | $349K | Buy |
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|
2018
Q1 | $235K | Sell |
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|
2017
Q4 | $272K | Sell |
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|
2017
Q3 | $271K | Buy |
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|
2017
Q2 | $221K | Buy |
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|
2017
Q1 | $201K | Hold |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $304K | Buy |
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|
2015
Q3 | $244K | Sell |
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|
2015
Q2 | $305K | Buy |
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|
2015
Q1 | $330K | Buy |
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|
2014
Q4 | $340K | Buy |
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|
2014
Q3 | $352K | Sell |
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|
2014
Q2 | $734K | Buy |
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|
2014
Q1 | $286K | Buy |
|