LifePlan Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $96K | Hold |
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|
2020
Q1 | $78K | Hold |
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|
2019
Q4 | $130K | Buy |
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|
2019
Q3 | $122K | Hold |
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|
2019
Q2 | $128K | Hold |
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|
2019
Q1 | $127K | Hold |
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|
2018
Q4 | $112K | Hold |
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|
2018
Q3 | $126K | Hold |
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|
2018
Q2 | $130K | Sell |
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|
2018
Q1 | $209K | Buy |
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|
2017
Q4 | $207K | Hold |
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|
2017
Q3 | $207K | Sell |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $224K | Hold |
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|
2016
Q4 | $246K | Buy |
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|
2016
Q3 | $203K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $210K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $209K | Hold |
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|
2014
Q3 | $223K | Hold |
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|
2014
Q2 | $243K | Hold |
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|
2014
Q1 | $222K | Buy |
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|
2013
Q4 | $207K | Buy |
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|
2013
Q3 | $153K | Buy |
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|
2013
Q2 | $16K | Buy |
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