Polaris Wealth Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.4M | Buy |
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|
2023
Q2 | $5.91M | Sell |
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|
2023
Q1 | $6.74M | Buy |
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|
2022
Q4 | $883K | Buy |
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|
2022
Q3 | $785K | Buy |
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|
2022
Q2 | $704K | Sell |
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|
2022
Q1 | $936K | Buy |
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|
2021
Q4 | $404K | Sell |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $454K | Buy |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $619K | Buy |
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|
2020
Q2 | $722K | Sell |
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|
2020
Q1 | $638K | Sell |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $1.08M | Sell |
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|
2019
Q2 | $23M | Buy |
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|
2019
Q1 | $1.19M | Hold |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $68K | Sell |
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|
2018
Q1 | $977K | Sell |
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|
2017
Q4 | $1.13M | Sell |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $954K | Sell |
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|
2017
Q1 | $1.01M | Buy |
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|
2016
Q4 | $1.08M | Hold |
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|
2016
Q3 | $942K | Sell |
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|
2016
Q2 | $1.05M | Buy |
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|
2016
Q1 | $885K | Sell |
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|
2015
Q4 | $1.12M | Buy |
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|
2015
Q3 | $881K | Buy |
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|
2015
Q2 | $300K | Hold |
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|
2015
Q1 | $327K | Sell |
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|
2014
Q4 | $351K | Buy |
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|
2014
Q3 | $371K | Sell |
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|
2014
Q2 | $445K | Sell |
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|
2014
Q1 | $501K | Hold |
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|
2013
Q4 | $527K | Sell |
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|
2013
Q3 | $1.22M | Buy |
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|
2013
Q2 | $790K | Buy |
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