Andesa Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.03M | Buy |
13,701
+4,233
| +45% | +$319K | 0.53% | 52 |
|
|
2022
Q4 | $1.7M | Sell |
9,468
-4,166
| -31% | -$748K | 0.93% | 40 |
|
|
2022
Q3 | $1.96M | Buy |
13,634
+4,510
| +49% | +$648K | 0.69% | 46 |
|
|
2022
Q2 | $1.32M | Buy |
9,124
+200
| +2% | +$29K | 0.83% | 41 |
|
|
2022
Q1 | $1.45M | Sell |
8,924
-2,283
| -20% | -$372K | 0.78% | 42 |
|
|
2021
Q4 | $1.32M | Buy |
11,207
+1,066
| +11% | +$125K | 0.65% | 48 |
|
|
2021
Q3 | $1.03M | Sell |
10,141
-34,582
| -77% | -$3.51M | 0.56% | 52 |
|
|
2021
Q2 | $4.68M | Buy |
44,723
+305
| +0.7% | +$31.9K | 1.41% | 24 |
|
|
2021
Q1 | $4.66M | Buy |
44,418
+21,623
| +95% | +$2.27M | 1.52% | 21 |
|
|
2020
Q4 | $1.93M | Sell |
22,795
-18,708
| -45% | -$1.58M | 1.26% | 27 |
|
|
2020
Q3 | $2.99M | Buy |
41,503
+19,320
| +87% | +$1.39M | 1.23% | 24 |
|
|
2020
Q2 | $1.98M | Buy |
22,183
+9,244
| +71% | +$826K | 1.76% | 18 |
|
|
2020
Q1 | $938K | Sell |
12,939
-16,277
| -56% | -$1.18M | 1.05% | 31 |
|
|
2019
Q4 | $3.52M | Buy |
29,216
+1,007
| +4% | +$121K | 3.07% | 5 |
|
|
2019
Q3 | $3.35M | Sell |
28,209
-540
| -2% | -$64K | 3.24% | 6 |
|
|
2019
Q2 | $3.58M | Sell |
28,749
-25,935
| -47% | -$3.23M | 3.39% | 4 |
|
|
2019
Q1 | $6.74M | Buy |
54,684
+29,855
| +120% | +$3.68M | 3.32% | 4 |
|
|
2018
Q4 | $2.7M | Buy |
24,829
+8,568
| +53% | +$933K | 3.22% | 4 |
|
|
2018
Q3 | $1.99M | Buy |
16,261
+1,189
| +8% | +$145K | 3.05% | 8 |
|
|
2018
Q2 | $1.91M | Buy |
15,072
+426
| +3% | +$53.9K | 3.08% | 10 |
|
|
2018
Q1 | $1.67M | Buy |
14,646
+151
| +1% | +$17.2K | 2.77% | 13 |
|
|
2017
Q4 | $1.82M | Buy |
+14,495
| New | +$1.82M | 2.69% | 9 |
|