INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Chevron Corporation Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$715,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-0.77%
quarter
Chevron Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.40% | -20 shares | -8K | $143.67 | 4.97K |
| Q2 2022 | share | Increase | +0.02% | 1 shares | -90K | $144.78 | 4.99K |
| Q1 2022 | share | Decrease | -0.24% | -12 shares | 226K | $162.83 | 4.99K |
| Q4 2021 | share | Decrease | -4.67% | -245 shares | 54K | $117.43 | 5.00K |
| Q3 2021 | share | Decrease | -0.38% | -20 shares | -19K | $100.29 | 5.25K |
| Q2 2021 | share | Decrease | -7.20% | -409 shares | -43K | $102.12 | 5.27K |
| Q1 2021 | share | Decrease | -12.21% | -790 shares | 49K | $100.9 | 5.68K |
| Q4 2020 | share | Decrease | -12.86% | -955 shares | 11K | $80.2 | 6.47K |
| Q3 2020 | share | Decrease | -0.27% | -20 shares | -129K | $67.38 | 7.42K |
| Q2 2020 | share | Decrease | -1.99% | -151 shares | 114K | $82.29 | 7.44K |
| Q1 2020 | share | Decrease | -8.48% | -704 shares | -450K | $65.91 | 7.59K |
| Q4 2019 | share | Decrease | -4.15% | -359 shares | -27K | $108.34 | 8.3K |
| Q3 2019 | share | Decrease | -25.79% | -3.00K shares | -425K | $105.59 | 8.65K |
| Q2 2019 | share | Increase | +36.92% | 3.14K shares | 401K | $109.66 | 11.66K |
| Q1 2019 | share | Increase | 0.00% | 8.52K shares | 1.05M | $107.49 | 8.52K |
| Q4 2018 | share | Decrease | -100.00% | -12.04K shares | -1.46M | $93.99 | 0 |
| Q3 2018 | share | Decrease | -25.88% | -4.20K shares | -592K | $104.64 | 12.04K |
| Q2 2018 | share | Increase | +8.68% | 1.29K shares | 175K | $107.17 | 16.24K |
| Q1 2018 | share | Increase | +9.46% | 1.29K shares | 160K | $95.84 | 14.95K |
| Q4 2017 | share | Decrease | -5.67% | -821 shares | 10K | $104.17 | 13.65K |
| Q3 2017 | share | Increase | +6.72% | 912 shares | 298K | $96.86 | 14.48K |
| Q2 2017 | share | Increase | 0.00% | 13.56K shares | 1.40M | $85.14 | 13.56K |