Wheatland Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $726K | Sell |
|
|||||
|
2019
Q3 | $892K | Hold |
|
|||||
|
2019
Q2 | $936K | Sell |
|
|||||
|
2019
Q1 | $930K | Hold |
|
|||||
|
2018
Q4 | $821K | Sell |
|
|||||
|
2018
Q3 | $941K | Hold |
|
|||||
|
2018
Q2 | $973K | Sell |
|
|||||
|
2018
Q1 | $889K | Sell |
|
|||||
|
2017
Q4 | $989K | Hold |
|
|||||
|
2017
Q3 | $928K | Hold |
|
|||||
|
2017
Q2 | $824K | Hold |
|
|||||
|
2017
Q1 | $848K | Hold |
|
|||||
|
2016
Q4 | $929K | Hold |
|
|||||
|
2016
Q3 | $813K | Hold |
|
|||||
|
2016
Q2 | $828K | Sell |
|
|||||
|
2016
Q1 | $772K | Hold |
|
|||||
|
2015
Q4 | $728K | Hold |
|
|||||
|
2015
Q3 | $639K | Sell |
|
|||||
|
2015
Q2 | $810K | Hold |
|
|||||
|
2015
Q1 | $882K | Hold |
|
|||||
|
2014
Q4 | $942K | Hold |
|
|||||
|
2014
Q3 | $1M | Buy |
|
|||||
|
2014
Q2 | $1.07M | Hold |
|
|||||
|
2014
Q1 | $975K | Sell |
|
|||||
|
2013
Q4 | $1.04M | Buy |
|