Integrated Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$4.98M Buy
2016
Q4
$5.38M Sell
2016
Q3
$4.74M Sell
2016
Q2
$4.97M Sell
2016
Q1
$4.72M Buy
2015
Q4
$4.43M Sell
2015
Q3
$3.98M Sell
2015
Q2
$6.95M Buy
2015
Q1
$7.34M Buy