Bridge Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,716
| Closed | -$289K | – | 116 |
|
|
2023
Q3 | $289K | Buy |
1,716
+178
| +12% | +$30K | 0.1% | 121 |
|
|
2023
Q2 | $242K | Buy |
1,538
+26
| +2% | +$4.09K | 0.09% | 118 |
|
|
2023
Q1 | $247K | Sell |
1,512
-44
| -3% | -$7.18K | 0.1% | 109 |
|
|
2022
Q4 | $279K | Buy |
1,556
+8
| +0.5% | +$1.44K | 0.12% | 106 |
|
|
2022
Q3 | $222K | Buy |
1,548
+90
| +6% | +$12.9K | 0.11% | 107 |
|
|
2022
Q2 | $203K | Buy |
1,458
+163
| +13% | +$22.7K | 0.1% | 113 |
|
|
2022
Q1 | $211K | Buy |
+1,295
| New | +$211K | 0.09% | 93 |
|