Mariner Wealth Advisors (Cincinnati)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $23.3M | Buy |
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|
2018
Q2 | $23.2M | Buy |
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|
2018
Q1 | $20.7M | Buy |
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|
2017
Q4 | $22.1M | Buy |
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|
2017
Q3 | $20.5M | Buy |
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|
2017
Q2 | $17.4M | Buy |
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|
2017
Q1 | $17.6M | Buy |
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|
2016
Q4 | $18.5M | Sell |
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|
2016
Q3 | $16.2M | Buy |
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|
2016
Q2 | $15.5M | Buy |
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|
2016
Q1 | $13.2M | Buy |
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|
2015
Q4 | $12.1M | Buy |
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|
2015
Q1 | $12M | Buy |
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|
2014
Q4 | $12M | Sell |
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|
2014
Q3 | $13M | Sell |
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|
2014
Q2 | $14.4M | Buy |
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|
2014
Q1 | $12.7M | Buy |
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|
2013
Q4 | $12.6M | Buy |
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|
2013
Q3 | $11.9M | Buy |
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|
2013
Q2 | $11.2M | Buy |
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