Wealthstreet Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $16K | Sell |
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|
2021
Q1 | $4.13M | Sell |
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|
2020
Q4 | $3.33M | Buy |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $3.43M | Buy |
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|
2020
Q1 | $2.7M | Sell |
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|
2019
Q4 | $4.55M | Sell |
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|
2019
Q3 | $5.12M | Buy |
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|
2019
Q2 | $5.38M | Buy |
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|
2019
Q1 | $4.78M | Buy |
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|
2018
Q4 | $4.33M | Sell |
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|
2018
Q3 | $4.73M | Sell |
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|
2018
Q2 | $4.9M | Sell |
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|
2018
Q1 | $4.47M | Sell |
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|
2017
Q4 | $5.02M | Buy |
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