Lumature Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $775K | Buy |
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|
2023
Q1 | $785K | Buy |
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|
2022
Q4 | $854K | Sell |
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|
2022
Q3 | $845K | Buy |
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|
2022
Q2 | $827K | Sell |
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|
2022
Q1 | $950K | Buy |
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|
2021
Q4 | $477K | Sell |
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|
2021
Q3 | $415K | Sell |
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|
2021
Q2 | $479K | Buy |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $292K | Buy |
|