First Personal Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $428K | Buy |
|
|||||
|
2024
Q2 | $442K | Hold |
|
|||||
|
2024
Q1 | $445K | Buy |
|
|||||
|
2023
Q4 | $420K | Hold |
|
|||||
|
2023
Q3 | $474K | Buy |
|
|||||
|
2023
Q2 | $128K | Hold |
|
|||||
|
2023
Q1 | $133K | Sell |
|
|||||
|
2022
Q4 | $165K | Sell |
|
|||||
|
2022
Q3 | $138K | Buy |
|
|||||
|
2022
Q2 | $38K | Hold |
|
|||||
|
2022
Q1 | $42K | Sell |
|
|||||
|
2021
Q4 | $60K | Buy |
|
|||||
|
2021
Q3 | $52K | Sell |
|
|||||
|
2021
Q2 | $73K | Sell |
|
|||||
|
2021
Q1 | $81K | Sell |
|
|||||
|
2020
Q4 | $70K | Sell |
|
|||||
|
2020
Q3 | $66K | Hold |
|
|||||
|
2020
Q2 | $82K | Buy |
|
|||||
|
2020
Q1 | $55K | Sell |
|
|||||
|
2019
Q4 | $174K | Sell |
|
|||||
|
2019
Q3 | $241K | Sell |
|
|||||
|
2019
Q2 | $900K | Buy |
|
|||||
|
2019
Q1 | $860K | Buy |
|
|||||
|
2018
Q4 | $746K | Buy |
|
|||||
|
2018
Q3 | $833K | Sell |
|
|||||
|
2018
Q2 | $892K | Sell |
|
|||||
|
2018
Q1 | $1.14M | Sell |
|
|||||
|
2017
Q4 | $1.34M | Sell |
|
|||||
|
2017
Q3 | $1.3M | Buy |
|
|||||
|
2017
Q2 | $1.08M | Buy |
|
|||||
|
2017
Q1 | $497K | Sell |
|
|||||
|
2016
Q4 | $592K | Buy |
|
|||||
|
2016
Q3 | $420K | Sell |
|
|||||
|
2016
Q2 | $432K | Buy |
|
|||||
|
2016
Q1 | $319K | Sell |
|
|||||
|
2015
Q4 | $334K | Sell |
|
|||||
|
2015
Q3 | $369K | Sell |
|
|||||
|
2015
Q2 | $501K | Sell |
|
|||||
|
2015
Q1 | $566K | Sell |
|
|||||
|
2014
Q4 | $642K | Buy |
|