Jacobus 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
Q3 | $600K | Hold |
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|
2017
Q2 | $533K | Hold |
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|
2017
Q1 | $548K | Buy |
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|
2016
Q4 | $581K | Sell |
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|
2016
Q3 | $636K | Buy |
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|
2016
Q2 | $495K | Sell |
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|
2016
Q1 | $576K | Sell |
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|
2015
Q4 | $813K | Buy |
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|
2015
Q3 | $484K | Hold |
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|
2015
Q2 | $592K | Sell |
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|
2015
Q1 | $649K | Hold |
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|
2014
Q4 | $693K | Sell |
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|
2014
Q3 | $756K | Sell |
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|
2014
Q2 | $853K | Sell |
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|
2014
Q1 | $783K | Sell |
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|
2013
Q4 | $942K | Buy |
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|
2013
Q3 | $874K | Sell |
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|
2013
Q2 | $911K | Buy |
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