Wealthspire Advisors (Maryland)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.48M | Sell |
20,617
-176
| -0.8% | -$12.7K | 0.05% | 154 |
|
|
2020
Q2 | $1.86M | Sell |
20,793
-486
| -2% | -$43.4K | 0.13% | 102 |
|
|
2020
Q1 | $1.54M | Sell |
21,279
-6,493
| -23% | -$471K | 0.13% | 103 |
|
|
2019
Q4 | $3.35M | Buy |
27,772
+123
| +0.4% | +$14.8K | 0.22% | 68 |
|
|
2019
Q3 | $3.28M | Buy |
27,649
+900
| +3% | +$107K | 0.24% | 67 |
|
|
2019
Q2 | $3.33M | Sell |
26,749
-349
| -1% | -$43.4K | 0.25% | 65 |
|
|
2019
Q1 | $3.34M | Buy |
27,098
+514
| +2% | +$63.3K | 0.25% | 63 |
|
|
2018
Q4 | $2.89M | Buy |
26,584
+605
| +2% | +$65.8K | 0.26% | 58 |
|
|
2018
Q3 | $3.18M | Buy |
25,979
+140
| +0.5% | +$17.1K | 0.26% | 59 |
|
|
2018
Q2 | $3.27M | Sell |
25,839
-822
| -3% | -$104K | 0.3% | 53 |
|
|
2018
Q1 | $3.04M | Sell |
26,661
-1,802
| -6% | -$205K | 0.29% | 57 |
|
|
2017
Q4 | $3.56M | Buy |
28,463
+1,271
| +5% | +$159K | 0.35% | 50 |
|
|
2017
Q3 | $3.2M | Buy |
27,192
+1,125
| +4% | +$132K | 0.35% | 47 |
|
|
2017
Q2 | $2.72M | Buy |
26,067
+9,761
| +60% | +$1.02M | 0.32% | 53 |
|
|
2017
Q1 | $1.75M | Buy |
16,306
+1,811
| +12% | +$194K | 0.25% | 63 |
|
|
2016
Q4 | $1.71M | Sell |
14,495
-1,272
| -8% | -$150K | 0.26% | 61 |
|
|
2016
Q3 | $1.62M | Sell |
15,767
-1,821
| -10% | -$187K | 0.25% | 62 |
|
|
2016
Q2 | $1.84M | Buy |
17,588
+692
| +4% | +$72.6K | 0.31% | 52 |
|
|
2016
Q1 | $1.61M | Buy |
16,896
+26
| +0.2% | +$2.48K | 0.28% | 60 |
|
|
2015
Q4 | $1.52M | Buy |
+16,870
| New | +$1.52M | 0.28% | 62 |
|