Frontier Wealth Management’s Chevron CVX Stock Holding History

Frontier Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$8.16M	Buy	56,336 +4,374	+8%	+$633K	0.59%	42
2022 Q1	$8.78M	Sell	51,962 -16,409	-24%	-$2.77M	0.11%	33
2021 Q4	$8.02M	Buy	68,371 +4,149	+6%	+$487K	0.53%	39
2021 Q3	$6.52M	Buy	64,222 +16,527	+35%	+$1.68M	0.45%	46
2021 Q2	$5M	Buy	47,695 +7,841	+20%	+$821K	0.35%	59
2021 Q1	$4.18M	Sell	39,854 -2,593	-6%	-$272K	0.32%	61
2020 Q4	$3.59M	Buy	42,447 +19,795	+87%	+$1.67M	0.29%	68
2020 Q3	$1.63M	Buy	22,652 +3,205	+16%	+$231K	0.15%	110
2020 Q2	$1.74M	Buy	19,447 +4,885	+34%	+$436K	0.16%	105
2020 Q1	$1.06M	Buy	14,562 +3,533	+32%	+$256K	0.17%	111
2019 Q4	$1.33M	Sell	11,029 -633	-5%	-$76.3K	0.21%	104
2019 Q3	$1.38M	Sell	11,662 -504	-4%	-$59.8K	0.2%	107
2019 Q2	$1.51M	Buy	12,166 +197	+2%	+$24.5K	0.22%	93
2019 Q1	$1.47M	Buy	11,969 +694	+6%	+$85.5K	0.2%	113
2018 Q4	$1.23M	Sell	11,275 -1,280	-10%	-$139K	0.19%	123
2018 Q3	$1.54M	Buy	12,555 +598	+5%	+$73.1K	0.15%	113
2018 Q2	$1.51M	Sell	11,957 -266	-2%	-$33.6K	0.22%	108
2018 Q1	$1.39M	Buy	12,223 +3,165	+35%	+$361K	0.2%	122
2017 Q4	$1.13M	Sell	9,058 -3,293	-27%	-$412K	0.18%	128
2017 Q3	$1.45M	Buy	12,351 +3,029	+32%	+$356K	0.21%	119
2017 Q2	$973K	Buy	9,322 +2,200	+31%	+$230K	0.15%	156
2017 Q1	$765K	Buy	7,122 +1,101	+18%	+$118K	0.12%	176
2016 Q4	$709K	Hold	6,021	–	–	0.12%	181
2016 Q3	$620K	Sell	6,021 -1,608	-21%	-$166K	0.09%	182
2016 Q2	$800K	Sell	7,629 -2,600	-25%	-$273K	0.13%	156
2016 Q1	$976K	Buy	10,229 +263	+3%	+$25.1K	0.08%	136
2015 Q4	$897K	Sell	9,966 -150	-1%	-$13.5K	0.14%	149
2015 Q3	$798K	Buy	10,116 +3,445	+52%	+$272K	0.13%	155
2015 Q2	$644K	Sell	6,671 -3,283	-33%	-$317K	0.1%	176
2015 Q1	$1.05M	Sell	9,954 -10,552	-51%	-$1.11M	0.17%	101
2014 Q4	$2.3M	Buy	+20,506	New	+$2.3M	0.43%	41