BBA
Braun-Bostich & Associates’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,554
| Closed | -$243K | – | 115 |
|
|
2024
Q2 | $243K | Sell |
1,554
-131
| -8% | -$20.5K | 0.18% | 91 |
|
|
2024
Q1 | $266K | Sell |
1,685
-123
| -7% | -$19.4K | 0.22% | 103 |
|
|
2023
Q4 | $270K | Buy |
+1,808
| New | +$270K | 0.24% | 102 |
|
|
2023
Q3 | – | Sell |
-1,819
| Closed | -$286K | – | 66 |
|
|
2023
Q2 | $286K | Buy |
1,819
+358
| +25% | +$56.3K | 0.61% | 55 |
|
|
2023
Q1 | $238K | Buy |
+1,461
| New | +$238K | 0.56% | 64 |
|
|
2020
Q3 | – | Sell |
-689
| Closed | -$61K | – | 246 |
|
|
2020
Q2 | $61K | Sell |
689
-89
| -11% | -$7.88K | 0.06% | 123 |
|
|
2020
Q1 | $53K | Sell |
778
-3,866
| -83% | -$263K | 0.07% | 129 |
|
|
2019
Q4 | $564K | Buy |
4,644
+877
| +23% | +$107K | 0.56% | 36 |
|
|
2019
Q3 | $447K | Buy |
3,767
+296
| +9% | +$35.1K | 0.52% | 39 |
|
|
2019
Q2 | $432K | Buy |
3,471
+335
| +11% | +$41.7K | 0.45% | 38 |
|
|
2019
Q1 | $386K | Sell |
3,136
-1,439
| -31% | -$177K | 0.4% | 66 |
|
|
2018
Q4 | $498K | Sell |
4,575
-85
| -2% | -$9.25K | 0.53% | 64 |
|
|
2018
Q3 | $570K | Buy |
4,660
+206
| +5% | +$25.2K | 0.55% | 62 |
|
|
2018
Q2 | $563K | Sell |
4,454
-719
| -14% | -$90.9K | 0.56% | 63 |
|
|
2018
Q1 | $590K | Buy |
5,173
+977
| +23% | +$111K | 0.51% | 63 |
|
|
2017
Q4 | $525K | Buy |
+4,196
| New | +$525K | 0.44% | 68 |
|