Security Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $930K | Buy |
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|
2022
Q4 | $845K | Hold |
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|
2022
Q3 | $676K | Hold |
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|
2022
Q2 | $681K | Hold |
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|
2022
Q1 | $766K | Hold |
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|
2021
Q4 | $552K | Sell |
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|
2021
Q3 | $552K | Hold |
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|
2021
Q2 | $570K | Hold |
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|
2021
Q1 | $570K | Buy |
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|
2020
Q4 | $117K | Sell |
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|
2020
Q3 | $103K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $157K | Hold |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $270K | Sell |
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|
2019
Q1 | $410K | Hold |
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|
2018
Q4 | $362K | Sell |
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|
2018
Q3 | $420K | Hold |
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|
2018
Q2 | $434K | Hold |
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|
2018
Q1 | $392K | Buy |
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|
2017
Q4 | $416K | Hold |
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|
2017
Q3 | $391K | Sell |
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|
2017
Q2 | $409K | Hold |
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|
2017
Q1 | $421K | Hold |
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|
2016
Q4 | $462K | Buy |
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|
2016
Q3 | $384K | Hold |
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|
2016
Q2 | $391K | Hold |
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|
2016
Q1 | $356K | Hold |
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|
2015
Q4 | $335K | Buy |
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|
2015
Q3 | $252K | Sell |
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|
2015
Q2 | $360K | Hold |
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|
2015
Q1 | $392K | Hold |
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|
2014
Q4 | $418K | Buy |
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