Engrave Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.79M | Sell |
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|
2023
Q3 | $9.95M | Buy |
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|
2023
Q2 | $9.04M | Buy |
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|
2023
Q1 | $9.63M | Buy |
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|
2022
Q4 | $9.13M | Buy |
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|
2022
Q3 | $7.4M | Buy |
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|
2022
Q2 | $7.1M | Buy |
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|
2022
Q1 | $6.42M | Sell |
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|
2021
Q4 | $7.73M | Sell |
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|
2021
Q3 | $7.03M | Buy |
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|
2021
Q2 | $6.62M | Buy |
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|
2021
Q1 | $5.89M | Buy |
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|
2020
Q4 | $3.39M | Buy |
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|
2020
Q3 | $2.28M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $823K | Buy |
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|
2019
Q4 | $1.12M | Buy |
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