YorkBridge Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $615K | Buy |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $363K | Hold |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | $325K | Sell |
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|
2019
Q4 | $648K | Sell |
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|
2019
Q3 | $669K | Buy |
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|
2019
Q2 | $667K | Buy |
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|
2019
Q1 | $625K | Sell |
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|
2018
Q4 | $581K | Buy |
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|
2018
Q3 | $662K | Sell |
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|
2018
Q2 | $717K | Sell |
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|
2018
Q1 | $685K | Buy |
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|
2017
Q4 | $627K | Sell |
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|
2017
Q3 | $674K | Buy |
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|
2017
Q2 | $569K | Buy |
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|
2017
Q1 | $563K | Sell |
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|
2016
Q4 | $615K | Buy |
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