WealthSource Partners’s Chevron CVX Stock Holding History

WealthSource Partners’s Portfolio CVX Stock Details CVX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.54M	Sell	17,025 -2,482	-13%	-$370K	0.17%	97
2023 Q3	$3.29M	Sell	19,507 -2,148	-10%	-$362K	0.22%	72
2023 Q2	$3.41M	Buy	21,655 +825	+4%	+$130K	0.22%	71
2023 Q1	$3.4M	Sell	20,830 -279	-1%	-$45.5K	0.23%	67
2022 Q4	$3.79M	Sell	21,109 -218	-1%	-$39.1K	0.27%	64
2022 Q3	$3.06M	Buy	21,327 +14	+0.1%	+$2.01K	0.23%	78
2022 Q2	$3.09M	Sell	21,313 -3,008	-12%	-$436K	0.23%	73
2022 Q1	$3.96M	Sell	24,321 -1,675	-6%	-$273K	0.27%	66
2021 Q4	$3.05M	Sell	25,996 -2,100	-7%	-$246K	0.24%	68
2021 Q3	$2.85M	Buy	28,096 +330	+1%	+$33.5K	0.25%	64
2021 Q2	$2.91M	Buy	27,766 +1,793	+7%	+$188K	0.26%	55
2021 Q1	$2.72M	Buy	25,973 +1,369	+6%	+$143K	0.27%	55
2020 Q4	$2.08M	Buy	24,604 +1,617	+7%	+$137K	0.24%	51
2020 Q3	$1.66M	Sell	22,987 -299	-1%	-$21.5K	0.22%	63
2020 Q2	$2.08M	Sell	23,286 -2,578	-10%	-$230K	0.3%	42
2020 Q1	$1.87M	Sell	25,864 -1,274	-5%	-$92.3K	0.3%	47
2019 Q4	$3.27M	Sell	27,138 -1,723	-6%	-$208K	0.43%	42
2019 Q3	$3.42M	Buy	28,861 +2,130	+8%	+$253K	0.51%	51
2019 Q2	$3.33M	Buy	26,731 +14,781	+124%	+$1.84M	0.52%	53
2019 Q1	$1.47M	Sell	11,950 -3,315	-22%	-$408K	0.33%	74
2018 Q4	$1.66M	Buy	15,265 +3,569	+31%	+$388K	0.48%	57
2018 Q3	$1.43M	Sell	11,696 -3,353	-22%	-$410K	0.37%	64
2018 Q2	$1.9M	Buy	15,049 +3,611	+32%	+$457K	0.53%	51
2018 Q1	$1.3M	Sell	11,438 -781	-6%	-$89K	0.4%	61
2017 Q4	$1.53M	Sell	12,219 -4,978	-29%	-$623K	0.47%	52
2017 Q3	$2.02M	Sell	17,197 -342	-2%	-$40.2K	0.67%	43
2017 Q2	$1.83M	Buy	17,539 +1,837	+12%	+$192K	0.62%	46
2017 Q1	$1.69M	Buy	15,702 +8	+0.1%	+$859	0.62%	43
2016 Q4	$1.85M	Sell	15,694 -3,768	-19%	-$443K	0.78%	35
2016 Q3	$2M	Sell	19,462 -2,390	-11%	-$246K	0.73%	37
2016 Q2	$2.29M	Buy	21,852 +2,125	+11%	+$223K	0.85%	30
2016 Q1	$1.88M	Buy	+19,727	New	+$1.88M	0.77%	32