TrueWealth LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $326K | Sell |
3,653
-364
| -9% | -$32.5K | 0.14% | 94 |
|
|
2020
Q1 | $291K | Buy |
4,017
+117
| +3% | +$8.48K | 0.14% | 96 |
|
|
2019
Q4 | $470K | Buy |
3,900
+3
| +0.1% | +$362 | 0.19% | 78 |
|
|
2019
Q3 | $462K | Sell |
3,897
-19
| -0.5% | -$2.25K | 0.2% | 74 |
|
|
2019
Q2 | $487K | Sell |
3,916
-167
| -4% | -$20.8K | 0.22% | 73 |
|
|
2019
Q1 | $503K | Hold |
4,083
| – | – | 0.23% | 70 |
|
|
2018
Q4 | $444K | Sell |
4,083
-134
| -3% | -$14.6K | 0.22% | 72 |
|
|
2018
Q3 | $516K | Sell |
4,217
-332
| -7% | -$40.6K | 0.24% | 64 |
|
|
2018
Q2 | $575K | Sell |
4,549
-515
| -10% | -$65.1K | 0.27% | 57 |
|
|
2018
Q1 | $578K | Sell |
5,064
-688
| -12% | -$78.5K | 0.29% | 52 |
|
|
2017
Q4 | $720K | Buy |
+5,752
| New | +$720K | 0.34% | 47 |
|