ACT Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,258
| Closed | -$205K | – | 29 |
|
2023
Q1 | $205K | Sell |
1,258
-116
| -8% | -$18.9K | 0.13% | 28 |
|
2022
Q4 | $247K | Sell |
1,374
-101
| -7% | -$18.1K | 0.16% | 29 |
|
2022
Q3 | $212K | Buy |
1,475
+85
| +6% | +$12.2K | 0.15% | 27 |
|
2022
Q2 | $201K | Sell |
1,390
-51
| -4% | -$7.38K | 0.15% | 25 |
|
2022
Q1 | $235K | Buy |
+1,441
| New | +$235K | 0.15% | 23 |
|