Wheatland Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,022	Closed	-$726K	–	53
2019 Q4	$726K	Sell	6,022 -1,500	-20%	-$181K	0.93%	40
2019 Q3	$892K	Hold	7,522	–	–	0.81%	43
2019 Q2	$936K	Sell	7,522 -25	-0.3%	-$3.11K	0.71%	49
2019 Q1	$930K	Hold	7,547	–	–	0.71%	48
2018 Q4	$821K	Sell	7,547 -150	-2%	-$16.3K	0.72%	44
2018 Q3	$941K	Hold	7,697	–	–	0.71%	49
2018 Q2	$973K	Sell	7,697 -100	-1%	-$12.6K	0.79%	47
2018 Q1	$889K	Sell	7,797 -100	-1%	-$11.4K	0.73%	48
2017 Q4	$989K	Hold	7,897	–	–	0.8%	45
2017 Q3	$928K	Hold	7,897	–	–	0.79%	44
2017 Q2	$824K	Hold	7,897	–	–	0.74%	48
2017 Q1	$848K	Hold	7,897	–	–	0.76%	48
2016 Q4	$929K	Hold	7,897	–	–	0.82%	46
2016 Q3	$813K	Hold	7,897	–	–	0.76%	46
2016 Q2	$828K	Sell	7,897 -200	-2%	-$21K	0.8%	45
2016 Q1	$772K	Hold	8,097	–	–	0.79%	45
2015 Q4	$728K	Hold	8,097	–	–	0.74%	48
2015 Q3	$639K	Sell	8,097 -302	-4%	-$23.8K	0.69%	51
2015 Q2	$810K	Hold	8,399	–	–	0.78%	48
2015 Q1	$882K	Hold	8,399	–	–	0.88%	40
2014 Q4	$942K	Hold	8,399	–	–	0.92%	42
2014 Q3	$1M	Buy	8,399 +200	+2%	+$23.9K	1%	42
2014 Q2	$1.07M	Hold	8,199	–	–	0.97%	45
2014 Q1	$975K	Sell	8,199 -150	-2%	-$17.8K	1%	43
2013 Q4	$1.04M	Buy	+8,349	New	+$1.04M	1.09%	39