BIA
Bigelow Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,630
| Closed | -$240K | – | 148 |
|
|
2024
Q3 | $240K | Sell |
1,630
-161
| -9% | -$23.7K | 0.11% | 147 |
|
|
2024
Q2 | $280K | Sell |
1,791
-3
| -0.2% | -$469 | 0.13% | 138 |
|
|
2024
Q1 | $283K | Buy |
1,794
+3
| +0.2% | +$473 | 0.14% | 136 |
|
|
2023
Q4 | $267K | Sell |
1,791
-153
| -8% | -$22.8K | 0.14% | 130 |
|
|
2023
Q3 | $328K | Hold |
1,944
| – | – | 0.19% | 116 |
|
|
2023
Q2 | $306K | Hold |
1,944
| – | – | 0.17% | 122 |
|
|
2023
Q1 | $317K | Hold |
1,944
| – | – | 0.18% | 123 |
|
|
2022
Q4 | $349K | Buy |
+1,944
| New | +$349K | 0.2% | 116 |
|
|
2022
Q2 | – | Sell |
-1,243
| Closed | -$202K | – | 147 |
|
|
2022
Q1 | $202K | Buy |
+1,243
| New | +$202K | 0.09% | 149 |
|
|
2021
Q1 | – | Sell |
-2,449
| Closed | -$207K | – | 141 |
|
|
2020
Q4 | $207K | Sell |
2,449
-394
| -14% | -$33.3K | 0.11% | 137 |
|
|
2020
Q3 | $205K | Sell |
2,843
-889
| -24% | -$64.1K | 0.12% | 134 |
|
|
2020
Q2 | $333K | Sell |
3,732
-1,036
| -22% | -$92.4K | 0.22% | 109 |
|
|
2020
Q1 | $345K | Sell |
4,768
-1,067
| -18% | -$77.2K | 0.26% | 101 |
|
|
2019
Q4 | $703K | Buy |
5,835
+13
| +0.2% | +$1.57K | 0.41% | 67 |
|
|
2019
Q3 | $690K | Buy |
5,822
+53
| +0.9% | +$6.28K | 0.44% | 66 |
|
|
2019
Q2 | $718K | Sell |
5,769
-469
| -8% | -$58.4K | 0.48% | 65 |
|
|
2019
Q1 | $768K | Buy |
6,238
+157
| +3% | +$19.3K | 0.53% | 57 |
|
|
2018
Q4 | $662K | Buy |
6,081
+180
| +3% | +$19.6K | 0.49% | 60 |
|
|
2018
Q3 | $722K | Sell |
5,901
-2,053
| -26% | -$251K | 0.49% | 58 |
|
|
2018
Q2 | $1.01M | Hold |
7,954
| – | – | 0.69% | 43 |
|
|
2018
Q1 | $907K | Buy |
7,954
+4,718
| +146% | +$538K | 0.62% | 45 |
|
|
2017
Q4 | $405K | Buy |
+3,236
| New | +$405K | 0.4% | 66 |
|