Heritage Way Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.53M | Sell |
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|
2021
Q3 | $2.23M | Buy |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.95M | Buy |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $2.76M | Buy |
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|
2019
Q3 | $2.69M | Buy |
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|
2019
Q2 | $2.8M | Buy |
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|
2019
Q1 | $2.73M | Buy |
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|
2018
Q4 | $2.37M | Buy |
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|
2018
Q3 | $2.56M | Buy |
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|
2018
Q2 | $2.57M | Buy |
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|
2018
Q1 | $2.3M | Buy |
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|
2017
Q4 | $2.48M | Buy |
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|
2017
Q3 | $2.26M | Buy |
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|
2017
Q2 | $2M | Buy |
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|
2017
Q1 | $2.01M | Buy |
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|
2016
Q4 | $2.17M | Buy |
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