MIAN
Mariner Independent Advisor Network’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16.7M | Buy |
116,235
+347
| +0.3% | +$49.9K | 0.72% | 26 |
|
|
2022
Q2 | $16.7M | Buy |
115,888
+7,321
| +7% | +$1.06M | 0.7% | 25 |
|
|
2022
Q1 | $17.8M | Buy |
108,567
+27,454
| +34% | +$4.5M | 0.68% | 29 |
|
|
2021
Q4 | $9.58M | Sell |
81,113
-10,590
| -12% | -$1.25M | 0.45% | 50 |
|
|
2021
Q3 | $9.46M | Buy |
91,703
+4,954
| +6% | +$511K | 0.46% | 48 |
|
|
2021
Q2 | $9.09M | Buy |
86,749
+33,608
| +63% | +$3.52M | 0.41% | 51 |
|
|
2021
Q1 | $5.57M | Sell |
53,141
-4,748
| -8% | -$498K | 0.29% | 85 |
|
|
2020
Q4 | $4.89M | Buy |
57,889
+4,782
| +9% | +$404K | 0.26% | 93 |
|
|
2020
Q3 | $3.82M | Sell |
53,107
-5,450
| -9% | -$392K | 0.32% | 82 |
|
|
2020
Q2 | $5.16M | Sell |
58,557
-6,788
| -10% | -$599K | 0.48% | 51 |
|
|
2020
Q1 | $4.53M | Sell |
65,345
-3,031
| -4% | -$210K | 0.41% | 69 |
|
|
2019
Q4 | $8.25M | Buy |
68,376
+5,082
| +8% | +$613K | 0.59% | 38 |
|
|
2019
Q3 | $7.36M | Sell |
63,294
-6,256
| -9% | -$727K | 0.56% | 41 |
|
|
2019
Q2 | $8.67M | Sell |
69,550
-3,161
| -4% | -$394K | 0.65% | 35 |
|
|
2019
Q1 | $9.08M | Sell |
72,711
-2,610
| -3% | -$326K | 0.77% | 25 |
|
|
2018
Q4 | $8.43M | Buy |
75,321
+10,421
| +16% | +$1.17M | 0.75% | 23 |
|
|
2018
Q3 | $7.94M | Buy |
+64,900
| New | +$7.94M | 0.99% | 23 |
|
|
2018
Q2 | – | Sell |
-182,908
| Closed | -$20.9M | – | 172 |
|
|
2018
Q1 | $20.9M | Buy |
182,908
+103,876
| +131% | +$11.8M | 1.28% | 20 |
|
|
2017
Q4 | $9.89M | Buy |
+79,032
| New | +$9.89M | 1.04% | 25 |
|
|
2017
Q3 | – | Sell |
-110,230
| Closed | -$11.5M | – | 162 |
|
|
2017
Q2 | $11.5M | Buy |
+110,230
| New | +$11.5M | 1.65% | 11 |
|
|
2016
Q3 | – | Sell |
-123,620
| Closed | -$13M | – | 167 |
|
|
2016
Q2 | $13M | Buy |
123,620
+37,979
| +44% | +$3.98M | 2.44% | 9 |
|
|
2016
Q1 | $8.17M | Buy |
+85,641
| New | +$8.17M | 2.61% | 8 |
|
|
2015
Q4 | – | Sell |
-30,063
| Closed | -$2.37M | – | 88 |
|
|
2015
Q3 | $2.37M | Buy |
30,063
+12,340
| +70% | +$973K | 0.91% | 32 |
|
|
2015
Q2 | $1.71M | Sell |
17,723
-628
| -3% | -$60.6K | 0.84% | 39 |
|
|
2015
Q1 | $2M | Buy |
18,351
+1,317
| +8% | +$143K | 1.12% | 28 |
|
|
2014
Q4 | $1.91M | Buy |
17,034
+5,268
| +45% | +$591K | 0.89% | 27 |
|
|
2014
Q3 | $1.4M | Sell |
11,766
-1,988
| -14% | -$237K | 0.73% | 27 |
|
|
2014
Q2 | $1.8M | Buy |
+13,754
| New | +$1.8M | 0.88% | 32 |
|