Willow Creek Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $260K | Buy |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $367K | Hold |
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|
2019
Q2 | $385K | Hold |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $327K | Sell |
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|
2018
Q3 | $382K | Sell |
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|
2018
Q2 | $434K | Sell |
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|
2018
Q1 | $583K | Buy |
|