Altium Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.7M | Buy |
39,372
+2,840
| +8% | +$411K | 0.41% | 35 |
|
|
2022
Q1 | $5.95M | Buy |
36,532
+2,936
| +9% | +$478K | 0.38% | 38 |
|
|
2021
Q4 | $3.94M | Buy |
33,596
+2,157
| +7% | +$253K | 0.25% | 48 |
|
|
2021
Q3 | $3.19M | Buy |
31,439
+1,244
| +4% | +$126K | 0.23% | 50 |
|
|
2021
Q2 | $3.16M | Buy |
30,195
+335
| +1% | +$35.1K | 0.23% | 49 |
|
|
2021
Q1 | $3.13M | Buy |
29,860
+3,047
| +11% | +$319K | 0.25% | 46 |
|
|
2020
Q4 | $2.26M | Sell |
26,813
-2,562
| -9% | -$216K | 0.2% | 59 |
|
|
2020
Q3 | $2.12M | Sell |
29,375
-1,257
| -4% | -$90.5K | 0.22% | 53 |
|
|
2020
Q2 | $2.73M | Buy |
30,632
+6,796
| +29% | +$606K | 0.31% | 39 |
|
|
2020
Q1 | $1.73M | Sell |
23,836
-2,313
| -9% | -$168K | 0.24% | 53 |
|
|
2019
Q4 | $3.15M | Sell |
26,149
-1,257
| -5% | -$151K | 0.38% | 28 |
|
|
2019
Q3 | $3.25M | Buy |
27,406
+2,563
| +10% | +$304K | 0.44% | 26 |
|
|
2019
Q2 | $3.09M | Buy |
24,843
+2,914
| +13% | +$363K | 0.45% | 27 |
|
|
2019
Q1 | $2.7M | Buy |
21,929
+2,055
| +10% | +$253K | 0.43% | 35 |
|
|
2018
Q4 | $2.16M | Sell |
19,874
-159
| -0.8% | -$17.3K | 0.41% | 35 |
|
|
2018
Q3 | $2.45M | Buy |
20,033
+2,184
| +12% | +$267K | 0.47% | 33 |
|
|
2018
Q2 | $2.26M | Buy |
17,849
+8,528
| +91% | +$1.08M | 0.6% | 32 |
|
|
2018
Q1 | $1.06M | Sell |
9,321
-609
| -6% | -$69.5K | 0.42% | 40 |
|
|
2017
Q4 | $1.24M | Buy |
+9,930
| New | +$1.24M | 0.57% | 35 |
|