GW & Wade’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 | $12.2M | Buy |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $12.1M | Buy |
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|
2022
Q4 | $13.3M | Buy |
|
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|
2022
Q3 | $9.99M | Buy |
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|
2022
Q2 | $9.81M | Buy |
|
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|
2022
Q1 | $10.8M | Sell |
|
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|
2021
Q4 | $7.91M | Buy |
|
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|
2021
Q3 | $6.69M | Buy |
|
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|
2021
Q2 | $6.83M | Buy |
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|
2021
Q1 | $6.82M | Buy |
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|
2020
Q4 | $4.72M | Buy |
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|
2020
Q3 | $3.94M | Sell |
|
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|
2020
Q2 | $4.98M | Sell |
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|
2020
Q1 | $4.22M | Sell |
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|
2019
Q4 | $8.67M | Buy |
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|
2019
Q3 | $8.46M | Sell |
|
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|
2019
Q2 | $9.16M | Buy |
|
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|
2019
Q1 | $9.05M | Sell |
|
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|
2018
Q4 | $8.01M | Sell |
|
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|
2018
Q3 | $9.26M | Sell |
|
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|
2018
Q2 | $9.63M | Sell |
|
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|
2018
Q1 | $9.06M | Sell |
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|
2017
Q4 | $10.2M | Buy |
|
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|
2017
Q3 | $9.52M | Sell |
|
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|
2017
Q2 | $8.69M | Sell |
|
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|
2017
Q1 | $9M | Sell |
|
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|
2016
Q4 | $15.1M | Buy |
|
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|
2016
Q3 | $9.75M | Buy |
|
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|
2016
Q2 | $9.27M | Buy |
|
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|
2016
Q1 | $7.89M | Buy |
|
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|
2015
Q4 | $6.51M | Buy |
|
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|
2015
Q3 | $4.53M | Sell |
|
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|
2015
Q2 | $6.24M | Buy |
|
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|
2015
Q1 | $6.63M | Buy |
|
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|
2014
Q4 | $4.97M | Sell |
|
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|
2014
Q3 | $5.38M | Buy |
|
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|
2014
Q2 | $5.73M | Sell |
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|
2014
Q1 | $5.22M | Buy |
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|
2013
Q4 | $5.4M | Sell |
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|
2013
Q3 | $5.28M | Sell |
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|
2013
Q2 | $5.37M | Buy |
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