9258 Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.12M | Buy |
14,427
+94
| +0.7% | +$13.8K | 0.31% | 63 |
|
|
2024
Q2 | $2.24M | Buy |
14,333
+894
| +7% | +$140K | 0.35% | 56 |
|
|
2024
Q1 | $2.12M | Sell |
13,439
-95
| -0.7% | -$15K | 0.33% | 61 |
|
|
2023
Q4 | $2.02M | Sell |
13,534
-56
| -0.4% | -$8.35K | 0.36% | 60 |
|
|
2023
Q3 | $2.29M | Buy |
13,590
+319
| +2% | +$53.8K | 0.45% | 51 |
|
|
2023
Q2 | $2.09M | Sell |
13,271
-64
| -0.5% | -$10.1K | 0.39% | 54 |
|
|
2023
Q1 | $2.18M | Buy |
13,335
+137
| +1% | +$22.4K | 0.44% | 50 |
|
|
2022
Q4 | $2.37M | Buy |
13,198
+1,804
| +16% | +$324K | 0.51% | 43 |
|
|
2022
Q3 | $1.64M | Sell |
11,394
-318
| -3% | -$45.7K | 0.42% | 55 |
|
|
2022
Q2 | $1.7M | Buy |
11,712
+788
| +7% | +$114K | 0.43% | 54 |
|
|
2022
Q1 | $1.78M | Sell |
10,924
-439
| -4% | -$71.5K | 0.41% | 51 |
|
|
2021
Q4 | $1.33M | Buy |
11,363
+543
| +5% | +$63.7K | 0.31% | 67 |
|
|
2021
Q3 | $1.1M | Buy |
10,820
+318
| +3% | +$32.3K | 0.29% | 75 |
|
|
2021
Q2 | $1.1M | Sell |
10,502
-227
| -2% | -$23.8K | 0.3% | 78 |
|
|
2021
Q1 | $1.12M | Buy |
10,729
+390
| +4% | +$40.9K | 0.34% | 68 |
|
|
2020
Q4 | $873K | Sell |
10,339
-721
| -7% | -$60.9K | 0.28% | 86 |
|
|
2020
Q3 | $769K | Sell |
11,060
-109
| -1% | -$7.58K | 0.29% | 80 |
|
|
2020
Q2 | $997K | Buy |
11,169
+1,042
| +10% | +$93K | 0.4% | 58 |
|
|
2020
Q1 | $908K | Sell |
10,127
-706
| -7% | -$63.3K | 0.4% | 64 |
|
|
2019
Q4 | $1.31M | Buy |
10,833
+3,429
| +46% | +$413K | 0.48% | 48 |
|
|
2019
Q3 | $878K | Buy |
7,404
+729
| +11% | +$86.4K | 0.68% | 47 |
|
|
2019
Q2 | $831K | Sell |
6,675
-295
| -4% | -$36.7K | 0.67% | 49 |
|
|
2019
Q1 | $859K | Buy |
6,970
+74
| +1% | +$9.12K | 0.73% | 45 |
|
|
2018
Q4 | $750K | Buy |
+6,896
| New | +$750K | 0.72% | 44 |
|