Sugarloaf 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
Q4 | $433K | Hold |
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2024
Q3 | $440K | Hold |
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2024
Q2 | $467K | Buy |
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2024
Q1 | $269K | Buy |
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2023
Q4 | $253K | Sell |
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2023
Q3 | $526K | Buy |
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2023
Q2 | $491K | Buy |
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2023
Q1 | $508K | Sell |
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2022
Q4 | $615K | Sell |
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2022
Q3 | $589K | Buy |
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2022
Q2 | $575K | Buy |
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2022
Q1 | $639K | Buy |
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2021
Q4 | $413K | Sell |
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2021
Q3 | $361K | Sell |
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2021
Q2 | $415K | Sell |
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2021
Q1 | $445 | Buy |
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2020
Q4 | $313K | Buy |
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2020
Q3 | $266K | Sell |
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2020
Q2 | $345K | Sell |
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2020
Q1 | $286K | Sell |
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2019
Q4 | $1.11M | Buy |
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