Windsor Financial Group’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 | $683K | Buy |
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|
2017
Q1 | $686K | Sell |
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|
2016
Q4 | $788K | Hold |
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|
2016
Q3 | $689K | Sell |
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|
2016
Q2 | $725K | Sell |
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|
2016
Q1 | $669K | Sell |
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|
2015
Q4 | $667K | Sell |
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|
2015
Q3 | $645K | Buy |
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|
2015
Q2 | $754K | Buy |
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|
2015
Q1 | $744K | Buy |
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|
2014
Q4 | $790K | Hold |
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|
2014
Q3 | $841K | Sell |
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|
2014
Q2 | $3.37M | Sell |
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|
2014
Q1 | $3.18M | Buy |
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|
2013
Q4 | $3.22M | Buy |
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|
2013
Q3 | $3.1M | Sell |
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|
2013
Q2 | $3.05M | Buy |
|