WFG Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.79M | Buy |
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|
2017
Q1 | $3.33M | Sell |
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|
2016
Q4 | $5.05M | Sell |
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|
2016
Q3 | $6.12M | Buy |
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|
2016
Q2 | $6.09M | Buy |
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|
2016
Q1 | $5.15M | Sell |
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|
2015
Q4 | $5.04M | Sell |
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|
2015
Q3 | $4.45M | Buy |
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|
2015
Q2 | $4.91M | Buy |
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|
2015
Q1 | $4.81M | Sell |
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|
2014
Q4 | $6.26M | Sell |
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|
2014
Q3 | $6.8M | Buy |
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|
2014
Q2 | $7.42M | Buy |
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|
2014
Q1 | $6.73M | Sell |
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|
2013
Q4 | $9.38M | Sell |
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|
2013
Q3 | $9.64M | Sell |
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|
2013
Q2 | $9.47M | Buy |
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