Baron Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-173
| Closed | -$25K | – | 85 |
|
|
2022
Q2 | $25K | Hold |
173
| – | – | 0.02% | 115 |
|
|
2022
Q1 | $28.2K | Hold |
173
| – | – | 0.02% | 122 |
|
|
2021
Q4 | $20.3K | Hold |
173
| – | – | 0.01% | 139 |
|
|
2021
Q3 | $17.6K | Hold |
173
| – | – | 0.01% | 144 |
|
|
2021
Q2 | $18.1K | Hold |
173
| – | – | 0.01% | 147 |
|
|
2021
Q1 | $18.1K | Hold |
173
| – | – | 0.01% | 146 |
|
|
2020
Q4 | $14.6K | Sell |
173
-75
| -30% | -$6.33K | 0.01% | 153 |
|
|
2020
Q3 | $17.9K | Buy |
+248
| New | +$17.9K | 0.02% | 143 |
|