Annapolis Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $73.6K | Buy |
500
+5
| +1% | +$736 | 0.02% | 133 |
|
|
2024
Q2 | $77.4K | Hold |
495
| – | – | 0.03% | 129 |
|
|
2024
Q1 | $78.1K | Hold |
495
| – | – | 0.03% | 124 |
|
|
2023
Q4 | $73.8K | Sell |
495
-200
| -29% | -$29.8K | 0.02% | 170 |
|
|
2023
Q3 | $117K | Hold |
695
| – | – | 0.03% | 137 |
|
|
2023
Q2 | $109K | Buy |
695
+75
| +12% | +$11.8K | 0.03% | 136 |
|
|
2023
Q1 | $101K | Sell |
620
-203
| -25% | -$33.1K | 0.03% | 140 |
|
|
2022
Q4 | $148K | Sell |
823
-91
| -10% | -$16.3K | 0.05% | 123 |
|
|
2022
Q3 | $131K | Buy |
914
+357
| +64% | +$51.2K | 0.05% | 122 |
|
|
2022
Q2 | $81K | Buy |
557
+3
| +0.5% | +$436 | 0.03% | 148 |
|
|
2022
Q1 | $90K | Buy |
554
+100
| +22% | +$16.2K | 0.03% | 152 |
|
|
2021
Q4 | $53K | Buy |
454
+163
| +56% | +$19K | 0.02% | 176 |
|
|
2021
Q3 | $30K | Hold |
291
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $31K | Buy |
291
+91
| +46% | +$9.69K | 0.01% | 191 |
|
|
2021
Q1 | $21K | Buy |
+200
| New | +$21K | 0.01% | 202 |
|