Alera Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $483K | Sell |
3,277
-496
| -13% | -$73K | 0.06% | 140 |
|
|
2024
Q2 | $590K | Sell |
3,773
-2,492
| -40% | -$390K | 0.07% | 113 |
|
|
2024
Q1 | $988K | Buy |
6,265
+252
| +4% | +$39.8K | 0.13% | 65 |
|
|
2023
Q4 | $897K | Sell |
6,013
-473
| -7% | -$70.6K | 0.12% | 68 |
|
|
2023
Q3 | $1.09M | Buy |
6,486
+67
| +1% | +$11.3K | 0.18% | 40 |
|
|
2023
Q2 | $1.01M | Buy |
6,419
+1,312
| +26% | +$206K | 0.22% | 49 |
|
|
2023
Q1 | $833K | Buy |
5,107
+52
| +1% | +$8.48K | 0.19% | 58 |
|
|
2022
Q4 | $907K | Buy |
5,055
+3,207
| +174% | +$576K | 0.21% | 51 |
|
|
2022
Q3 | $265K | Buy |
1,848
+155
| +9% | +$22.2K | 0.08% | 151 |
|
|
2022
Q2 | $245K | Sell |
1,693
-42
| -2% | -$6.08K | 0.07% | 160 |
|
|
2022
Q1 | $283K | Buy |
+1,735
| New | +$283K | 0.06% | 152 |
|
|
2019
Q3 | – | Sell |
-1,911
| Closed | -$238K | – | 77 |
|
|
2019
Q2 | $238K | Buy |
1,911
+27
| +1% | +$3.36K | 0.12% | 63 |
|
|
2019
Q1 | $232K | Sell |
1,884
-1,015
| -35% | -$125K | 0.11% | 66 |
|
|
2018
Q4 | $315K | Buy |
+2,899
| New | +$315K | 0.19% | 61 |
|