Merriman Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $680K | Sell |
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|
2024
Q3 | $718K | Buy |
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|
2024
Q2 | $728K | Sell |
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|
2024
Q1 | $777K | Sell |
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|
2023
Q4 | $825K | Buy |
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $822K | Sell |
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|
2022
Q4 | $948K | Buy |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $725K | Sell |
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|
2022
Q1 | $858K | Sell |
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|
2021
Q4 | $687K | Buy |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $502K | Sell |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $362K | Sell |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $426K | Sell |
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|
2019
Q4 | $756K | Buy |
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|
2019
Q3 | $727K | Buy |
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|
2019
Q2 | $5.17K | Sell |
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|
2019
Q1 | $529K | Sell |
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|
2018
Q4 | $498K | Buy |
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|
2018
Q3 | $499K | Sell |
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|
2018
Q2 | $520K | Sell |
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|
2018
Q1 | $478K | Sell |
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|
2017
Q4 | $526K | Sell |
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|
2017
Q3 | $558K | Buy |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $224K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $398K | Hold |
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|
2015
Q1 | $456K | Buy |
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|
2014
Q4 | $412K | Hold |
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|
2014
Q3 | $453K | Buy |
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|
2014
Q2 | $309K | Sell |
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|
2014
Q1 | $336K | Buy |
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