Lake Point 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
2022
Q2
$24K Hold
2022
Q1
$27K Buy
2021
Q4
$18K Sell
2021
Q3
$17K Sell
2021
Q2
$43K Buy
2020
Q1
$31K Sell
2019
Q4
$81K Buy
2019
Q2
$101K Hold
2019
Q1
$101K Sell
2018
Q4
$837K Buy