PRW Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-18,173
| Closed | -$1.9M | – | 133 |
|
|
2021
Q2 | $1.9M | Buy |
+18,173
| New | +$1.9M | 0.56% | 51 |
|
|
2019
Q2 | – | Sell |
-439
| Closed | -$54K | – | 201 |
|
|
2019
Q1 | $54K | Sell |
439
-58
| -12% | -$7.13K | 0.05% | 133 |
|
|
2018
Q4 | $52K | Buy |
+497
| New | +$52K | 0.06% | 131 |
|