Allegiance Financial Group Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,743
| Closed | -$257K | – | 115 |
|
|
2024
Q3 | $257K | Sell |
1,743
-96
| -5% | -$14.1K | 0.09% | 62 |
|
|
2024
Q2 | $288K | Buy |
1,839
+100
| +6% | +$15.6K | 0.11% | 55 |
|
|
2024
Q1 | $274K | Hold |
1,739
| – | – | 0.11% | 59 |
|
|
2023
Q4 | $259K | Sell |
1,739
-10
| -0.6% | -$1.49K | 0.12% | 55 |
|
|
2023
Q3 | $295K | Hold |
1,749
| – | – | 0.17% | 50 |
|
|
2023
Q2 | $275K | Hold |
1,749
| – | – | 0.16% | 51 |
|
|
2023
Q1 | $285K | Hold |
1,749
| – | – | 0.21% | 52 |
|
|
2022
Q4 | $314K | Buy |
+1,749
| New | +$314K | 0.3% | 50 |
|