Blossom Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,428
| Closed | -$358K | – | 72 |
|
|
2024
Q3 | $358K | Buy |
2,428
+210
| +9% | +$30.9K | 0.72% | 47 |
|
|
2024
Q2 | $347K | Buy |
2,218
+25
| +1% | +$3.91K | 0.76% | 44 |
|
|
2024
Q1 | $346K | Buy |
2,193
+222
| +11% | +$35K | 0.83% | 46 |
|
|
2023
Q4 | $294K | Buy |
1,971
+402
| +26% | +$60K | 0.79% | 47 |
|
|
2023
Q3 | $265K | Buy |
1,569
+25
| +2% | +$4.22K | 0.85% | 45 |
|
|
2023
Q2 | $243K | Buy |
+1,544
| New | +$243K | 0.89% | 49 |
|