Rowland Carmichael Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$471K Sell
2020
Q3
$517K Sell
2020
Q2
$652K Sell
2020
Q1
$535K Buy
2019
Q4
$742K Buy
2019
Q3
$724K Buy
2019
Q2
$730K Buy
2019
Q1
$691K Buy
2018
Q4
$604K Hold
2018
Q3
$679K Hold
2018
Q2
$702K Hold
2018
Q1
$633K Hold
2017
Q4
$695K Sell
2017
Q3
$678K Sell
2017
Q2
$1.63M Sell
2017
Q1
$1.68M Sell
2016
Q4
$2.04M Buy
2016
Q3
$1.65M Sell
2016
Q2
$1.71M Sell
2016
Q1
$2.14M Buy