Taylor Wealth Management Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-200
Closed -$22K 66
2018
Q4
$22K Hold
200
0.01% 68
2018
Q3
$24K Hold
200
0.01% 81
2018
Q2
$25K Hold
200
0.01% 84
2018
Q1
$23K Hold
200
0.01% 86
2017
Q4
$25K Hold
200
0.01% 107
2017
Q3
$23K Hold
200
0.01% 110
2017
Q2
$21K Hold
200
0.01% 113
2017
Q1
$21K Hold
200
0.01% 115
2016
Q4
$24K Hold
200
0.01% 113
2016
Q3
$21K Hold
200
0.01% 106
2016
Q2
$21K Hold
200
0.01% 104
2016
Q1
$19K Hold
200
0.01% 101
2015
Q4
$18K Hold
200
0.01% 100
2015
Q3
$16K Hold
200
0.01% 109
2015
Q2
$19K Sell
200
-200
-50% -$19K 0.01% 132
2015
Q1
$42K Buy
+400
New +$42K 0.01% 87