B. Riley Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $194K | Buy |
57,683
+14,140
| +32% | +$47.5K | 0.23% | 32 |
|
|
2022
Q1 | $7.09M | Sell |
43,543
-2,178
| -5% | -$355K | 0.55% | 42 |
|
|
2021
Q4 | $5.37M | Buy |
45,721
+3,375
| +8% | +$396K | 0.37% | 64 |
|
|
2021
Q3 | $4.3M | Buy |
42,346
+29,298
| +225% | +$2.97M | 0.33% | 74 |
|
|
2021
Q2 | $1.37M | Hold |
13,048
| – | – | 0.15% | 142 |
|
|
2021
Q1 | $1.37M | Hold |
13,048
| – | – | 0.16% | 127 |
|
|
2020
Q4 | $1.1M | Sell |
13,048
-1,865
| -13% | -$158K | 0.14% | 139 |
|
|
2020
Q3 | $1.07M | Sell |
14,913
-61,889
| -81% | -$4.46M | 0.13% | 143 |
|
|
2020
Q2 | $6.85M | Sell |
76,802
-6,674
| -8% | -$596K | 0.75% | 33 |
|
|
2020
Q1 | $6.05M | Buy |
83,476
+26,067
| +45% | +$1.89M | 0.64% | 36 |
|
|
2019
Q4 | $6.92M | Buy |
57,409
+9,465
| +20% | +$1.14M | 1.04% | 21 |
|
|
2019
Q3 | $5.69M | Buy |
47,944
+430
| +0.9% | +$51K | 0.99% | 22 |
|
|
2019
Q2 | $5.91K | Sell |
47,514
-832
| -2% | -$104 | 0.91% | 20 |
|
|
2019
Q1 | $5.96M | Buy |
48,346
+1,076
| +2% | +$133K | 1.03% | 20 |
|
|
2018
Q4 | $5.14M | Buy |
47,270
+26,028
| +123% | +$2.83M | 1.08% | 20 |
|
|
2018
Q3 | $2.6M | Buy |
+21,242
| New | +$2.6M | 0.64% | 34 |
|
|
2016
Q1 | $378K | Buy |
3,969
+251
| +7% | +$23.9K | 0.57% | 61 |
|
|
2015
Q4 | $334K | Buy |
3,718
+69
| +2% | +$6.2K | 0.43% | 83 |
|
|
2015
Q3 | $287K | Sell |
3,649
-906
| -20% | -$71.3K | 0.41% | 91 |
|
|
2015
Q2 | $439K | Buy |
4,555
+397
| +10% | +$38.3K | 0.35% | 63 |
|
|
2015
Q1 | $436K | Sell |
4,158
-217
| -5% | -$22.8K | 0.33% | 75 |
|
|
2014
Q4 | $490K | Buy |
4,375
+133
| +3% | +$14.9K | 0.4% | 54 |
|
|
2014
Q3 | $506K | Sell |
4,242
-282
| -6% | -$33.6K | 0.38% | 59 |
|
|
2014
Q2 | $590K | Buy |
4,524
+250
| +6% | +$32.6K | 0.38% | 54 |
|
|
2014
Q1 | $508K | Buy |
+4,274
| New | +$508K | 0.38% | 57 |
|