Strategic Wealth Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $643K | Sell |
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|
2020
Q4 | $543K | Sell |
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|
2020
Q3 | $475K | Buy |
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|
2020
Q2 | $488K | Buy |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $663K | Buy |
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|
2019
Q3 | $635K | Sell |
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|
2019
Q2 | $675K | Buy |
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|
2019
Q1 | $660K | Buy |
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|
2018
Q4 | $531K | Buy |
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