Meristem Family Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $891K | Buy |
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|
2021
Q2 | $504K | Buy |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $549K | Buy |
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|
2019
Q4 | $712K | Sell |
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|
2019
Q3 | $703K | Buy |
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|
2019
Q2 | $466K | Buy |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $329K | Buy |
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|
2018
Q3 | $361K | Hold |
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|
2018
Q2 | $373K | Sell |
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|
2018
Q1 | $499K | Sell |
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|
2017
Q4 | $556K | Hold |
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|
2017
Q3 | $522K | Sell |
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|
2017
Q2 | $474K | Sell |
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|
2017
Q1 | $585K | Sell |
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|
2016
Q4 | $717K | Sell |
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|
2016
Q3 | $633K | Buy |
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|
2016
Q2 | $612K | Sell |
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|
2016
Q1 | $557K | Sell |
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|
2015
Q4 | $526K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $528K | Sell |
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|
2015
Q1 | $580K | Buy |
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|
2014
Q4 | $613K | Hold |
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|
2014
Q3 | $652K | Sell |
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|
2014
Q2 | $793K | Hold |
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|
2014
Q1 | $722K | Sell |
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|
2013
Q4 | $902K | Sell |
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|
2013
Q3 | $972K | Sell |
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|
2013
Q2 | $1M | Buy |
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