Reilly Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $880K | Buy |
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|
2021
Q3 | $747K | Buy |
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|
2021
Q2 | $742K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | $297K | Sell |
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|
2020
Q2 | $415K | Sell |
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|
2020
Q1 | $6.84M | Sell |
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|
2019
Q4 | $12.1M | Buy |
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|
2019
Q3 | $11.6M | Buy |
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|
2019
Q2 | $11.8M | Buy |
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|
2019
Q1 | $10.5M | Buy |
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|
2018
Q4 | $9.04M | Buy |
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|
2018
Q3 | $6.72M | Buy |
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|
2018
Q2 | $6.57M | Buy |
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|
2018
Q1 | $938K | Sell |
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|
2017
Q4 | $1.05M | Sell |
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|
2017
Q3 | $1M | Sell |
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|
2017
Q2 | $950K | Buy |
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|
2017
Q1 | $928K | Sell |
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|
2016
Q4 | $1.44M | Sell |
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|
2016
Q3 | $1.3M | Sell |
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|
2016
Q2 | $1.36M | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.23M | Buy |
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|
2015
Q2 | $678K | Buy |
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|
2015
Q1 | $632K | Sell |
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|
2014
Q4 | $948K | Sell |
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|
2014
Q3 | $1.19M | Sell |
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|
2014
Q2 | $1.32M | Sell |
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|
2014
Q1 | $1.24M | Buy |
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|
2013
Q4 | $1.29M | Buy |
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|
2013
Q3 | $812K | Sell |
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|
2013
Q2 | $823K | Buy |
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