TrueWealth LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $291K | Buy |
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|
2019
Q4 | $470K | Buy |
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|
2019
Q3 | $462K | Sell |
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|
2019
Q2 | $487K | Sell |
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|
2019
Q1 | $503K | Hold |
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|
2018
Q4 | $444K | Sell |
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|
2018
Q3 | $516K | Sell |
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|
2018
Q2 | $575K | Sell |
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|
2018
Q1 | $578K | Sell |
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|
2017
Q4 | $720K | Buy |
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