HC Financial Advisors’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 | $726K | Hold |
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|
2022
Q1 | $817K | Buy |
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|
2021
Q4 | $577K | Hold |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $524K | Sell |
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|
2021
Q1 | $560K | Sell |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $509K | Sell |
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|
2020
Q1 | $456K | Sell |
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|
2019
Q4 | $812K | Sell |
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|
2019
Q3 | $804K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $858K | Sell |
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|
2018
Q2 | $896K | Buy |
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|
2018
Q1 | $381K | Sell |
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|
2017
Q4 | $565K | Buy |
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