Wealthspire Advisors (Maryland)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.85M | Sell |
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|
2020
Q1 | $1.54M | Sell |
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|
2019
Q4 | $3.35M | Buy |
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|
2019
Q3 | $3.28M | Buy |
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|
2019
Q2 | $3.33M | Sell |
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|
2019
Q1 | $3.34M | Buy |
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|
2018
Q4 | $2.89M | Buy |
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|
2018
Q3 | $3.18M | Buy |
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|
2018
Q2 | $3.27M | Sell |
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|
2018
Q1 | $3.04M | Sell |
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|
2017
Q4 | $3.56M | Buy |
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|
2017
Q3 | $3.19M | Buy |
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|
2017
Q2 | $2.72M | Buy |
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|
2017
Q1 | $1.75M | Buy |
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|
2016
Q4 | $1.71M | Sell |
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|
2016
Q3 | $1.62M | Sell |
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|
2016
Q2 | $1.84M | Buy |
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|
2016
Q1 | $1.61M | Buy |
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|
2015
Q4 | $1.52M | Buy |
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