Wealthstreet Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $24K | Hold |
150
| – | – | 0.65% | 35 |
|
|
2021
Q4 | $18K | Hold |
150
| – | – | 0.44% | 43 |
|
|
2021
Q3 | $15K | Hold |
150
| – | – | 0.41% | 44 |
|
|
2021
Q2 | $16K | Sell |
150
-39,225
| -100% | -$4.18M | 0.08% | 69 |
|
|
2021
Q1 | $4.13M | Sell |
39,375
-51
| -0.1% | -$5.34K | 0.4% | 61 |
|
|
2020
Q4 | $3.33M | Buy |
39,426
+954
| +2% | +$80.6K | 0.34% | 72 |
|
|
2020
Q3 | $2.77M | Buy |
38,472
+31
| +0.1% | +$2.23K | 0.31% | 72 |
|
|
2020
Q2 | $3.43M | Buy |
38,441
+1,157
| +3% | +$103K | 0.42% | 58 |
|
|
2020
Q1 | $2.7M | Sell |
37,284
-484
| -1% | -$35.1K | 0.4% | 58 |
|
|
2019
Q4 | $4.55M | Sell |
37,768
-5,541
| -13% | -$668K | 0.53% | 51 |
|
|
2019
Q3 | $5.12M | Buy |
43,309
+63
| +0.1% | +$7.44K | 0.65% | 41 |
|
|
2019
Q2 | $5.38M | Buy |
43,246
+4,447
| +11% | +$553K | 0.7% | 37 |
|
|
2019
Q1 | $4.78M | Buy |
38,799
+234
| +0.6% | +$28.8K | 0.63% | 43 |
|
|
2018
Q4 | $4.33M | Sell |
38,565
-141
| -0.4% | -$15.8K | 0.61% | 47 |
|
|
2018
Q3 | $4.73M | Sell |
38,706
-16
| -0% | -$1.96K | 0.58% | 47 |
|
|
2018
Q2 | $4.9M | Sell |
38,722
-477
| -1% | -$60.3K | 0.65% | 42 |
|
|
2018
Q1 | $4.47M | Sell |
39,199
-885
| -2% | -$101K | 0.56% | 49 |
|
|
2017
Q4 | $5.02M | Buy |
+40,084
| New | +$5.02M | 0.61% | 43 |
|