Waddell & Reed Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $27.1M | Sell |
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|
2020
Q4 | $22.1M | Buy |
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|
2020
Q3 | $17.2M | Sell |
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|
2020
Q2 | $22.2M | Sell |
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|
2020
Q1 | $20.1M | Sell |
|
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|
2019
Q4 | $79.3M | Sell |
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|
2019
Q3 | $96.8M | Sell |
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|
2019
Q2 | $105M | Sell |
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|
2019
Q1 | $111M | Sell |
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|
2018
Q4 | $123M | Sell |
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|
2018
Q3 | $154M | Buy |
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|
2018
Q2 | $151M | Buy |
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|
2018
Q1 | $133M | Sell |
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|
2017
Q4 | $159M | Sell |
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|
2017
Q3 | $172M | Sell |
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|
2017
Q2 | $161M | Buy |
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|
2017
Q1 | $158M | Sell |
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|
2016
Q4 | $183M | Buy |
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|
2016
Q3 | $96.3M | Buy |
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|
2016
Q2 | $42.3M | Buy |
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|
2016
Q1 | $17.3M | Buy |
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|
2015
Q4 | $7.7M | Buy |
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|
2015
Q3 | $6.47M | Hold |
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|
2015
Q2 | $7.92M | Sell |
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|
2015
Q1 | $296M | Buy |
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|
2014
Q4 | $307M | Buy |
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|
2014
Q3 | $317M | Buy |
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|
2014
Q2 | $232M | Buy |
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|
2014
Q1 | $5.03M | Buy |
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|
2013
Q4 | $5.21M | Buy |
|
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|
2013
Q3 | $2.19M | Buy |
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|
2013
Q2 | $2.09M | Buy |
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