Avitas Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,591
| Closed | -$437K | – | 202 |
|
|
2023
Q3 | $437K | Sell |
2,591
-83
| -3% | -$14K | 0.08% | 171 |
|
|
2023
Q2 | $421K | Sell |
2,674
-32
| -1% | -$5.04K | 0.08% | 167 |
|
|
2023
Q1 | $442K | Buy |
+2,706
| New | +$442K | 0.09% | 165 |
|
|
2020
Q1 | – | Sell |
-29,691
| Closed | -$3.58M | – | 136 |
|
|
2019
Q4 | $3.58M | Buy |
29,691
+56
| +0.2% | +$6.75K | 0.92% | 38 |
|
|
2019
Q3 | $3.52M | Buy |
29,635
+371
| +1% | +$44K | 0.97% | 32 |
|
|
2019
Q2 | $3.64M | Sell |
29,264
-127
| -0.4% | -$15.8K | 1.01% | 26 |
|
|
2019
Q1 | $3.62M | Buy |
29,391
+240
| +0.8% | +$29.6K | 1.05% | 27 |
|
|
2018
Q4 | $3.17M | Buy |
29,151
+6,765
| +30% | +$736K | 1.04% | 32 |
|
|
2018
Q3 | $2.74M | Buy |
22,386
+889
| +4% | +$109K | 0.78% | 58 |
|
|
2018
Q2 | $2.72M | Buy |
+21,497
| New | +$2.72M | 0.85% | 52 |
|