IP
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Intellectus Partners’s Chevron CVX Stock Holding History

Intellectus Partners’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-78
Closed -$10K – 223
2019
Q1 		$10K Hold
78
– – ﹤0.01% 346
2018
Q4 		$8K Sell
78
-1,232
-94% -$143K 0.01% 210
2018
Q3 		$160K Hold
1,310
– – 0.06% 249
2018
Q2 		$166K Sell
1,310
-242
-16% -$30K 0.06% 238
2018
Q1 		$177K Buy
1,552
+2
+0.1% +$239 0.06% 234
2017
Q4 		$194K Hold
1,550
– – 0.07% 222
2017
Q3 		$182K Sell
1,550
-7
-0.4% -$764 0.08% 239
2017
Q2 		$162K Buy
1,557
+15
+1% +$1.59K 0.07% 225
2017
Q1 		$166K Hold
1,542
– – 0.08% 194
2016
Q4 		$181K Buy
+1,542
New +$168K 0.09% 181

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