Independence Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $507K | Sell |
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|
2019
Q3 | $544K | Sell |
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|
2019
Q2 | $620K | Buy |
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|
2019
Q1 | $576K | Buy |
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|
2018
Q4 | $477K | Sell |
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|
2018
Q3 | $541K | Buy |
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|
2018
Q2 | $519K | Sell |
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|
2018
Q1 | $480K | Hold |
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|
2017
Q4 | $527K | Sell |
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|
2017
Q3 | $497K | Hold |
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|
2017
Q2 | $442K | Sell |
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|
2017
Q1 | $477K | Sell |
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|
2016
Q4 | $528K | Sell |
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|
2016
Q3 | $462K | Buy |
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