Harvest Group 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
2023
Q1
$10.3K Hold
2022
Q4
$11.3K Hold
2022
Q3
$11K Hold
2022
Q2
$9K Sell
2022
Q1
$16K Hold
2021
Q4
$12K Sell
2021
Q3
$12K Hold
2021
Q2
$13K Buy
2021
Q1
Sell
2020
Q4
$127K Buy
2020
Q3
$96K Buy
2020
Q2
$118K Buy
2020
Q1
$95K Sell
2019
Q4
$161K Buy
2019
Q3
$158K Buy
2019
Q2
$165K Buy
2019
Q1
$164K Buy