BW
Bison Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.37M | Sell |
9,491
-809
| -8% | -$117K | 0.3% | 72 |
|
|
2024
Q3 | $1.52M | Buy |
10,300
+759
| +8% | +$112K | 0.24% | 101 |
|
|
2024
Q2 | $1.51M | Hold |
9,541
| – | – | 0.24% | 103 |
|
|
2024
Q1 | $1.51M | Sell |
9,541
-46
| -0.5% | -$7.26K | 0.24% | 103 |
|
|
2023
Q4 | $1.43M | Buy |
9,587
+365
| +4% | +$54.4K | 0.25% | 98 |
|
|
2023
Q3 | $1.55M | Sell |
9,222
-966
| -9% | -$163K | 0.3% | 89 |
|
|
2023
Q2 | $1.6M | Buy |
10,188
+4,327
| +74% | +$681K | 0.3% | 86 |
|
|
2023
Q1 | $916K | Sell |
5,861
-174
| -3% | -$27.2K | 0.28% | 105 |
|
|
2022
Q4 | $1.05M | Buy |
6,035
+207
| +4% | +$36.1K | 0.34% | 95 |
|
|
2022
Q3 | $837K | Buy |
5,828
+663
| +13% | +$95.2K | 0.33% | 97 |
|
|
2022
Q2 | $748K | Sell |
5,165
-74
| -1% | -$10.7K | 0.43% | 62 |
|
|
2022
Q1 | $853K | Buy |
5,239
+102
| +2% | +$16.6K | 0.44% | 60 |
|
|
2021
Q4 | $603K | Sell |
5,137
-1,514
| -23% | -$178K | 0.35% | 68 |
|
|
2021
Q3 | $675K | Sell |
6,651
-416
| -6% | -$42.2K | 0.31% | 76 |
|
|
2021
Q2 | $740K | Sell |
7,067
-193
| -3% | -$20.2K | 0.32% | 75 |
|
|
2021
Q1 | $761K | Sell |
7,260
-240
| -3% | -$25.2K | 0.33% | 74 |
|
|
2020
Q4 | $633K | Sell |
7,500
-860
| -10% | -$72.6K | 0.3% | 81 |
|
|
2020
Q3 | $602K | Sell |
8,360
-1,605
| -16% | -$116K | 0.35% | 74 |
|
|
2020
Q2 | $889K | Buy |
9,965
+346
| +4% | +$30.9K | 0.56% | 45 |
|
|
2020
Q1 | $697K | Sell |
9,619
-1,515
| -14% | -$110K | 0.51% | 58 |
|
|
2019
Q4 | $1.34M | Sell |
11,134
-119
| -1% | -$14.3K | 0.64% | 42 |
|
|
2019
Q3 | $1.34M | Buy |
11,253
+39
| +0.3% | +$4.63K | 0.74% | 38 |
|
|
2019
Q2 | $1.4M | Buy |
11,214
+336
| +3% | +$41.8K | 0.81% | 31 |
|
|
2019
Q1 | $1.34M | Buy |
10,878
+4
| +0% | +$493 | 0.82% | 30 |
|
|
2018
Q4 | $1.18M | Buy |
10,874
+1,515
| +16% | +$165K | 0.86% | 31 |
|
|
2018
Q3 | $1.14M | Buy |
9,359
+1,013
| +12% | +$124K | 0.75% | 29 |
|
|
2018
Q2 | $1.06M | Sell |
8,346
-554
| -6% | -$70K | 0.79% | 33 |
|
|
2018
Q1 | $1.02M | Sell |
8,900
-276
| -3% | -$31.5K | 0.77% | 34 |
|
|
2017
Q4 | $1.15M | Buy |
9,176
+248
| +3% | +$31.1K | 0.85% | 30 |
|
|
2017
Q3 | $1.05M | Sell |
8,928
-525
| -6% | -$61.7K | 0.84% | 34 |
|
|
2017
Q2 | $986K | Buy |
9,453
+654
| +7% | +$68.2K | 0.81% | 33 |
|
|
2017
Q1 | $945K | Buy |
8,799
+146
| +2% | +$15.7K | 0.82% | 33 |
|
|
2016
Q4 | $1.02M | Sell |
8,653
-2,462
| -22% | -$290K | 0.87% | 29 |
|
|
2016
Q3 | $1.14M | Sell |
11,115
-131
| -1% | -$13.5K | 0.97% | 27 |
|
|
2016
Q2 | $1.18M | Buy |
11,246
+1,730
| +18% | +$181K | 0.71% | 42 |
|
|
2016
Q1 | $908K | Sell |
9,516
-6,684
| -41% | -$638K | 0.58% | 56 |
|
|
2015
Q4 | $1.46M | Buy |
16,200
+3,256
| +25% | +$293K | 0.83% | 28 |
|
|
2015
Q3 | $1.02M | Buy |
12,944
+754
| +6% | +$59.5K | 0.67% | 37 |
|
|
2015
Q2 | $1.18M | Buy |
12,190
+1,211
| +11% | +$117K | 0.69% | 35 |
|
|
2015
Q1 | $1.15M | Buy |
10,979
+767
| +8% | +$80.5K | 0.7% | 29 |
|
|
2014
Q4 | $1.15M | Buy |
+10,212
| New | +$1.15M | 0.87% | 26 |
|