LeJeune Puetz Investment Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $499K | Sell |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $556K | Hold |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $478K | Sell |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $301K | Sell |
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|
2021
Q1 | $317K | Hold |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $335K | Buy |
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|
2019
Q4 | $478K | Hold |
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|
2019
Q3 | $470K | Hold |
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|
2019
Q2 | $493K | Buy |
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|
2019
Q1 | $473K | Hold |
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|
2018
Q4 | $417K | Buy |
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|
2018
Q3 | $379K | Sell |
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|
2018
Q2 | $398K | Sell |
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|
2018
Q1 | $462K | Hold |
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|
2017
Q4 | $507K | Hold |
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|
2017
Q3 | $476K | Sell |
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|
2017
Q2 | $441K | Hold |
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|
2017
Q1 | $453K | Hold |
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|
2016
Q4 | $497K | Buy |
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