Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $20M | Sell |
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|
2023
Q2 | $19.1M | Sell |
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2023
Q1 | $20.8M | Buy |
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|
2022
Q2 | $18.4M | Sell |
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|
2022
Q1 | $21.6M | Sell |
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|
2021
Q4 | $16.6M | Buy |
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|
2021
Q3 | $10.3M | Sell |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $7.95M | Buy |
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|
2020
Q4 | $6.07M | Buy |
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|
2020
Q3 | $4.51M | Buy |
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|
2020
Q2 | $4.73M | Buy |
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|
2020
Q1 | $936K | Buy |
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|
2019
Q4 | $768K | Sell |
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|
2019
Q3 | $771K | Sell |
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|
2019
Q2 | $813K | Buy |
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|
2019
Q1 | $654K | Sell |
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|
2018
Q4 | $593K | Sell |
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|
2018
Q3 | $686K | Sell |
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|
2018
Q2 | $764K | Sell |
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|
2018
Q1 | $789K | Sell |
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|
2017
Q4 | $1.01M | Buy |
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