Selective Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $216K | Buy |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $146K | Buy |
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|
2021
Q3 | $117K | Hold |
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|
2021
Q2 | $120K | Sell |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $11K | Sell |
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|
2020
Q3 | $17K | Sell |
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|
2020
Q2 | $25K | Buy |
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