Trellis Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $704K | Buy |
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|
2023
Q2 | $642K | Sell |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $732K | Sell |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $394K | Sell |
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|
2021
Q1 | $413K | Buy |
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|
2020
Q4 | $285K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $332K | Sell |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $503K | Hold |
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|
2019
Q3 | $495K | Buy |
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|
2019
Q2 | $518K | Sell |
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|
2019
Q1 | $515K | Buy |
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|
2018
Q4 | $451K | Buy |
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|
2018
Q3 | $487K | Sell |
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|
2018
Q2 | $516K | Sell |
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|
2018
Q1 | $503K | Sell |
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|
2017
Q4 | $563K | Buy |
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