RIS
Retirement Income Solutions’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,369
| Closed | -$223K | – | 141 |
|
|
2023
Q1 | $223K | Buy |
+1,369
| New | +$223K | 0.07% | 124 |
|
|
2019
Q4 | – | Sell |
-2,159
| Closed | -$256K | – | 78 |
|
|
2019
Q3 | $256K | Buy |
+2,159
| New | +$256K | 0.14% | 62 |
|
|
2018
Q1 | – | Sell |
-2,231
| Closed | -$279K | – | 69 |
|
|
2017
Q4 | $279K | Buy |
+2,231
| New | +$279K | 0.16% | 57 |
|