Mariner Wealth Advisors (Madison)’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q3
$124K Buy
1,021
+21
+2% +$2.55K 0.05% 62
2013
Q2
$118K Buy
+1,000
New +$118K 0.05% 61