Legacy Wealth Planning’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$233K Sell
2022
Q1
$281K Hold
2021
Q4
$203K Buy
2021
Q3
Sell
2021
Q2
$202K Buy
2021
Q1
$197K Buy