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	63	–	–	0.01%	82
2022 Q4	$11.3K	Hold	63	–	–	0.01%	80
2022 Q3	$11K	Hold	63	–	–	0.01%	83
2022 Q2	$9K	Sell	63 -35	-36%	-$5.79K	0.01%	94
2022 Q1	$16K	Hold	98	–	–	0.01%	67
2021 Q4	$12K	Sell	98 -22	-18%	-$2.5K	0.01%	55
2021 Q3	$12K	Hold	120	–	–	0.01%	53
2021 Q2	$13K	Buy	+120	New	+$12.7K	0.01%	55
2021 Q1	–	Sell	-1,499	Closed	-$127K	–	189
2020 Q4	$127K	Buy	1,499 +168	+13%	+$13.6K	0.08%	57
2020 Q3	$96K	Buy	1,331 +5	+0.4%	+$421	0.07%	59
2020 Q2	$118K	Buy	1,326 +3	+0.2%	+$269	0.1%	49
2020 Q1	$95K	Sell	1,323 -15	-1%	-$1.48K	0.1%	55
2019 Q4	$161K	Buy	1,338 +2	+0.1%	+$236	0.14%	41
2019 Q3	$158K	Buy	1,336 +4	+0.3%	+$486	0.19%	31
2019 Q2	$165K	Buy	1,332 +3	+0.2%	+$363	0.21%	28
2019 Q1	$164K	Buy	+1,329	New	+$157K	0.15%	43