Axiom Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $31.6M | Buy |
212,346
+5,746
| +3% | +$855K | 0.3% | 27 |
|
|
2024
Q2 | $32.9M | Buy |
206,600
+203,330
| +6,218% | +$32.4M | 0.36% | 25 |
|
|
2024
Q1 | $516K | Buy |
3,270
+42
| +1% | +$6.62K | 0.38% | 25 |
|
|
2023
Q4 | $481K | Buy |
3,228
+57
| +2% | +$8.5K | 0.39% | 25 |
|
|
2023
Q3 | $535K | Hold |
3,171
| – | – | 0.48% | 22 |
|
|
2023
Q2 | $499K | Buy |
3,171
+31
| +1% | +$4.88K | 0.44% | 22 |
|
|
2023
Q1 | $534K | Buy |
3,140
+29
| +0.9% | +$4.93K | 0.51% | 21 |
|
|
2022
Q4 | $558K | Sell |
3,111
-53
| -2% | -$9.52K | 0.59% | 19 |
|
|
2022
Q3 | $455K | Buy |
3,164
+27
| +0.9% | +$3.88K | 0.54% | 21 |
|
|
2022
Q2 | $455K | Sell |
3,137
-1,369
| -30% | -$199K | 0.5% | 21 |
|
|
2022
Q1 | $734K | Sell |
4,506
-385
| -8% | -$62.7K | 0.61% | 20 |
|
|
2021
Q4 | $573K | Buy |
+4,891
| New | +$573K | 0.47% | 22 |
|