Constellation Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$3.59M Sell
2015
Q2
$4.41M Buy
2015
Q1
$4.78M Sell
2014
Q4
$5.27M Buy
2014
Q3
$5.49M Buy
2014
Q2
$5.95M Sell
2014
Q1
$5.58M Buy
2013
Q4
$5.62M Buy
2013
Q3
$5.15M Buy
2013
Q2
$4.67M Buy