Ropes Wealth Advisors’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 | $3.64M | Sell |
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|
2023
Q2 | $3.53M | Sell |
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|
2023
Q1 | $4.09M | Buy |
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|
2022
Q4 | $4.3M | Buy |
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|
2022
Q3 | $3.29M | Buy |
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|
2022
Q2 | $3.24M | Sell |
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|
2022
Q1 | $3.68M | Buy |
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|
2021
Q4 | $2.21M | Sell |
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|
2021
Q3 | $2.82M | Sell |
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|
2021
Q2 | $3.14M | Buy |
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|
2021
Q1 | $3.08M | Buy |
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|
2020
Q4 | $2.08M | Sell |
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|
2020
Q3 | $2M | Sell |
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|
2020
Q2 | $2.71M | Sell |
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|
2020
Q1 | $2.23M | Sell |
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|
2019
Q4 | $3.98M | Sell |
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|
2019
Q3 | $4.95M | Buy |
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|
2019
Q2 | $5.16M | Buy |
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|
2019
Q1 | $4.93M | Sell |
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|
2018
Q4 | $4.36M | Sell |
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|
2018
Q3 | $5.15M | Sell |
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|
2018
Q2 | $5.39M | Sell |
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|
2018
Q1 | $5.13M | Sell |
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|
2017
Q4 | $5.67M | Sell |
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|
2017
Q3 | $5.52M | Buy |
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|
2017
Q2 | $4.81M | Hold |
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|
2017
Q1 | $4.95M | Buy |
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|
2016
Q4 | $5.3M | Buy |
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|
2016
Q3 | $4.61M | Buy |
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|
2016
Q2 | $4.64M | Buy |
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|
2016
Q1 | $3.14M | Buy |
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|
2015
Q4 | $2.91M | Buy |
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|
2015
Q3 | $2.55M | Sell |
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|
2015
Q2 | $3.18M | Sell |
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|
2015
Q1 | $3.5M | Buy |
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