Hefty Wealth Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$43K Hold
2017
Q4
$47K Sell
2017
Q3
$48K Hold
2017
Q2
$42K Buy
2017
Q1
$36K Hold
2016
Q4
$40K Hold
2016
Q3
$34K Buy
2016
Q2
$3K Hold
2016
Q1
$2K Hold
2015
Q4
$2K Buy