Roosevelt Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $9.96M | Sell |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $900K | Buy |
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|
2021
Q3 | $731K | Sell |
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|
2021
Q2 | $757K | Buy |
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|
2021
Q1 | $619K | Buy |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Sell |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $10.1M | Buy |
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|
2019
Q1 | $9.65M | Buy |
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|
2018
Q4 | $6.7M | Sell |
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|
2018
Q3 | $8.99M | Buy |
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|
2018
Q2 | $9.27M | Sell |
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|
2018
Q1 | $8.37M | Buy |
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|
2017
Q4 | $7.54M | Buy |
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|
2017
Q3 | $6.76M | Buy |
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|
2017
Q2 | $5.88M | Buy |
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|
2017
Q1 | $5.7M | Buy |
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|
2016
Q4 | $5.81M | Buy |
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|
2016
Q3 | $3.11M | Buy |
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|
2016
Q2 | $1.84M | Buy |
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|
2016
Q1 | $1.28M | Buy |
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|
2015
Q4 | $495K | Buy |
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|
2015
Q3 | $250K | Sell |
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|
2015
Q2 | $400K | Buy |
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|
2015
Q1 | $436K | Sell |
|
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|
2014
Q4 | $468K | Buy |
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|
2014
Q3 | $455K | Sell |
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|
2014
Q2 | $608K | Sell |
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|
2014
Q1 | $587K | Sell |
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|
2013
Q4 | $779K | Sell |
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|
2013
Q3 | $782K | Sell |
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|
2013
Q2 | $771K | Buy |
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