Mosaic Financial Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$200K Buy
2015
Q1
Sell
2014
Q4
$273K Buy
2014
Q3
$268K Hold
2014
Q2
$293K Sell
2014
Q1
$307K Buy