AXS Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,095
| Closed | -$163K | – | 324 |
|
|
2023
Q4 | $163K | Buy |
1,095
+135
| +14% | +$20.1K | 0.04% | 305 |
|
|
2023
Q3 | $162K | Sell |
960
-837
| -47% | -$141K | 0.04% | 272 |
|
|
2023
Q2 | $283K | Sell |
1,797
-519
| -22% | -$81.7K | 0.08% | 243 |
|
|
2023
Q1 | $378K | Sell |
2,316
-242
| -9% | -$39.5K | 0.12% | 188 |
|
|
2022
Q4 | $459K | Sell |
2,558
-547
| -18% | -$98.2K | 0.16% | 165 |
|
|
2022
Q3 | $446K | Buy |
3,105
+586
| +23% | +$84.2K | 0.17% | 167 |
|
|
2022
Q2 | $365K | Sell |
2,519
-619
| -20% | -$89.7K | 0.13% | 183 |
|
|
2022
Q1 | $511K | Sell |
3,138
-56
| -2% | -$9.12K | 0.2% | 84 |
|
|
2021
Q4 | $375K | Buy |
+3,194
| New | +$375K | 0.09% | 127 |
|
|
2021
Q3 | – | Sell |
-5,236
| Closed | -$548K | – | 133 |
|
|
2021
Q2 | $548K | Buy |
5,236
+1,782
| +52% | +$187K | 0.17% | 112 |
|
|
2021
Q1 | $362K | Buy |
+3,454
| New | +$362K | 0.13% | 128 |
|