Surevest’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.96M | Sell |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $5.49M | Sell |
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|
2021
Q4 | $6M | Sell |
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|
2021
Q3 | $5.72M | Buy |
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|
2021
Q2 | $5.52M | Sell |
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|
2021
Q1 | $5.56M | Buy |
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|
2020
Q4 | $4.17M | Buy |
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|
2020
Q3 | $3.31M | Buy |
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|
2020
Q2 | $3.48M | Buy |
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|
2020
Q1 | $2.54M | Buy |
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|
2019
Q4 | $2.13M | Buy |
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|
2019
Q3 | $1.37M | Buy |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $752K | Buy |
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|
2018
Q4 | $275K | Buy |
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