LBA 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 | $1.21M | Buy |
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|
2016
Q4 | $1.32M | Sell |
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|
2016
Q3 | $1.17M | Buy |
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|
2016
Q2 | $1.19M | Buy |
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|
2016
Q1 | $1.05M | Buy |
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|
2015
Q4 | $553K | Sell |
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|
2015
Q3 | $545K | Buy |
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|
2015
Q2 | $646K | Sell |
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|
2015
Q1 | $723K | Sell |
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|
2014
Q4 | $828K | Sell |
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|
2014
Q3 | $970K | Buy |
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|
2014
Q2 | $1M | Hold |
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|
2014
Q1 | $914K | Sell |
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|
2013
Q4 | $1.04M | Buy |
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