AFS Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,406
| Closed | -$508K | – | 25 |
|
|
2023
Q4 | $508K | Sell |
3,406
-5,895
| -63% | -$879K | 0.48% | 34 |
|
|
2023
Q3 | $1.57M | Sell |
9,301
-225
| -2% | -$37.9K | 1.07% | 22 |
|
|
2023
Q2 | $1.5M | Buy |
9,526
+32
| +0.3% | +$5.04K | 0.97% | 29 |
|
|
2023
Q1 | $1.55M | Sell |
9,494
-43
| -0.5% | -$7.02K | 1.03% | 21 |
|
|
2022
Q4 | $1.71M | Buy |
+9,537
| New | +$1.71M | 1.22% | 17 |
|