Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $743K | Sell |
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|
2020
Q1 | $705K | Sell |
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|
2019
Q4 | $1.29M | Sell |
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|
2019
Q3 | $1.22M | Sell |
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|
2019
Q2 | $1.44M | Buy |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $942K | Buy |
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|
2018
Q3 | $978K | Buy |
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|
2018
Q2 | $963K | Buy |
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|
2018
Q1 | $797K | Buy |
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|
2017
Q4 | $856K | Buy |
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