Briggs Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $235K | Hold |
1,395
| – | – | 0.13% | 57 |
|
|
2023
Q2 | $219K | Buy |
1,395
+16
| +1% | +$2.52K | 0.12% | 55 |
|
|
2023
Q1 | $225K | Hold |
1,379
| – | – | 0.13% | 53 |
|
|
2022
Q4 | $248K | Buy |
+1,379
| New | +$248K | 0.16% | 50 |
|
|
2022
Q3 | – | Sell |
-1,554
| Closed | -$225K | – | 49 |
|
|
2022
Q2 | $225K | Buy |
1,554
+123
| +9% | +$17.8K | 0.16% | 49 |
|
|
2022
Q1 | $233K | Buy |
+1,431
| New | +$233K | 0.15% | 50 |
|