Integrated Wealth Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.58M | Buy |
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|
2016
Q3 | $1.35M | Buy |
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|
2016
Q2 | $495K | Hold |
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|
2016
Q1 | $450K | Sell |
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|
2015
Q4 | $659K | Buy |
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|
2015
Q3 | $308K | Hold |
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|
2015
Q2 | $376K | Hold |
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|
2015
Q1 | $409K | Hold |
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|
2014
Q4 | $438K | Hold |
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|
2014
Q3 | $465K | Hold |
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|
2014
Q2 | $509K | Hold |
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|
2014
Q1 | $464K | Sell |
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|
2013
Q4 | $503K | Hold |
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|
2013
Q3 | $490K | Sell |
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|
2013
Q2 | $557K | Buy |
|