Cypress 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $1.23M | Hold |
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2018
Q4 | $1.08M | Buy |
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2018
Q3 | $1.22M | Hold |
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2018
Q2 | $1.26M | Sell |
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2018
Q1 | $1.17M | Buy |
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2017
Q4 | $1.28M | Sell |
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2017
Q3 | $1.29M | Sell |
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2017
Q2 | $1.19M | Sell |
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2017
Q1 | $2.47M | Buy |
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2016
Q4 | $2.67M | Buy |
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2016
Q3 | $2.27M | Buy |
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2016
Q2 | $2.28M | Buy |
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2016
Q1 | $2.07M | Buy |
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2015
Q4 | $1.95M | Buy |
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2015
Q3 | $1.7M | Buy |
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2015
Q2 | $1.72M | Buy |
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