Frontier Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8.16M | Buy |
56,336
+4,374
| +8% | +$723K | 0.59% | 42 |
|
|
2022
Q1 | $8.78M | Sell |
51,962
-16,409
| -24% | -$2.35M | 0.11% | 33 |
|
|
2021
Q4 | $8.02M | Buy |
68,371
+4,149
| +6% | +$471K | 0.53% | 39 |
|
|
2021
Q3 | $6.51M | Buy |
64,222
+16,527
| +35% | +$1.65M | 0.45% | 46 |
|
|
2021
Q2 | $5M | Buy |
47,695
+7,841
| +20% | +$828K | 0.35% | 59 |
|
|
2021
Q1 | $4.18M | Sell |
39,854
-2,593
| -6% | -$253K | 0.32% | 61 |
|
|
2020
Q4 | $3.58M | Buy |
42,447
+19,795
| +87% | +$1.6M | 0.29% | 68 |
|
|
2020
Q3 | $1.63M | Buy |
22,652
+3,205
| +16% | +$270K | 0.15% | 110 |
|
|
2020
Q2 | $1.74M | Buy |
19,447
+4,885
| +34% | +$437K | 0.16% | 105 |
|
|
2020
Q1 | $1.05M | Buy |
14,562
+3,533
| +32% | +$349K | 0.17% | 111 |
|
|
2019
Q4 | $1.33M | Sell |
11,029
-633
| -5% | -$74.6K | 0.21% | 104 |
|
|
2019
Q3 | $1.38M | Sell |
11,662
-504
| -4% | -$61.2K | 0.2% | 107 |
|
|
2019
Q2 | $1.51M | Buy |
12,166
+197
| +2% | +$23.8K | 0.22% | 93 |
|
|
2019
Q1 | $1.47M | Buy |
11,969
+694
| +6% | +$82.1K | 0.2% | 113 |
|
|
2018
Q4 | $1.23M | Sell |
11,275
-1,280
| -10% | -$148K | 0.19% | 123 |
|
|
2018
Q3 | $1.53M | Buy |
12,555
+598
| +5% | +$72.5K | 0.15% | 113 |
|
|
2018
Q2 | $1.51M | Sell |
11,957
-266
| -2% | -$33K | 0.22% | 108 |
|
|
2018
Q1 | $1.39M | Buy |
12,223
+3,165
| +35% | +$378K | 0.2% | 122 |
|
|
2017
Q4 | $1.13M | Sell |
9,058
-3,293
| -27% | -$390K | 0.18% | 128 |
|
|
2017
Q3 | $1.45M | Buy |
12,351
+3,029
| +32% | +$331K | 0.21% | 119 |
|
|
2017
Q2 | $973K | Buy |
9,322
+2,200
| +31% | +$233K | 0.15% | 156 |
|
|
2017
Q1 | $765K | Buy |
7,122
+1,101
| +18% | +$123K | 0.12% | 176 |
|
|
2016
Q4 | $709K | Hold |
6,021
| – | – | 0.12% | 181 |
|
|
2016
Q3 | $620K | Sell |
6,021
-1,608
| -21% | -$164K | 0.09% | 182 |
|
|
2016
Q2 | $800K | Sell |
7,629
-2,600
| -25% | -$262K | 0.13% | 156 |
|
|
2016
Q1 | $976K | Buy |
10,229
+263
| +3% | +$23K | 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% | +$290K | 0.13% | 155 |
|
|
2015
Q2 | $644K | Sell |
6,671
-3,283
| -33% | -$345K | 0.1% | 176 |
|
|
2015
Q1 | $1.04M | Sell |
9,954
-10,552
| -51% | -$1.13M | 0.17% | 101 |
|
|
2014
Q4 | $2.3M | Buy |
+20,506
| New | +$2.33M | 0.43% | 41 |
|
Other funds holding CVX
