Independence Trust’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$204K Buy
2016
Q1
Sell
2015
Q4
$345K Buy
2015
Q3
$297K Hold
2015
Q2
$364K Buy
2015
Q1
$370K Hold
2014
Q4
$395K Buy