Brightworth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $13.3M | Sell |
92,427
-615
| -0.7% | -$88.4K | 1.42% | 11 |
|
2022
Q2 | $13.5M | Sell |
93,042
-2,039
| -2% | -$295K | 1.44% | 11 |
|
2022
Q1 | $15.5M | Sell |
95,081
-1,950
| -2% | -$318K | 1.57% | 10 |
|
2021
Q4 | $11.4M | Buy |
97,031
+1,771
| +2% | +$208K | 1.04% | 24 |
|
2021
Q3 | $9.66M | Buy |
95,260
+3,481
| +4% | +$353K | 0.88% | 26 |
|
2021
Q2 | $9.61M | Buy |
91,779
+3,020
| +3% | +$316K | 0.82% | 26 |
|
2021
Q1 | $9.3M | Buy |
88,759
+2,688
| +3% | +$282K | 0.86% | 23 |
|
2020
Q4 | $7.27M | Buy |
86,071
+2,146
| +3% | +$181K | 0.72% | 29 |
|
2020
Q3 | $6.04M | Buy |
83,925
+5,882
| +8% | +$424K | 0.67% | 28 |
|
2020
Q2 | $6.96M | Sell |
78,043
-3,059
| -4% | -$273K | 0.97% | 22 |
|
2020
Q1 | $5.88M | Buy |
81,102
+10,338
| +15% | +$749K | 1.02% | 21 |
|
2019
Q4 | $8.53M | Buy |
70,764
+6,966
| +11% | +$839K | 1.59% | 13 |
|
2019
Q3 | $7.57M | Buy |
63,798
+3,583
| +6% | +$425K | 1.57% | 16 |
|
2019
Q2 | $7.49M | Buy |
60,215
+1,668
| +3% | +$208K | 1.59% | 15 |
|
2019
Q1 | $7.21M | Buy |
58,547
+1,582
| +3% | +$195K | 1.51% | 17 |
|
2018
Q4 | $6.2M | Buy |
56,965
+466
| +0.8% | +$50.7K | 1.43% | 19 |
|
2018
Q3 | $6.91M | Buy |
56,499
+1,059
| +2% | +$130K | 1.53% | 19 |
|
2018
Q2 | $7.01M | Buy |
55,440
+904
| +2% | +$114K | 1.68% | 13 |
|
2018
Q1 | $6.22M | Buy |
54,536
+5,128
| +10% | +$585K | 1.44% | 23 |
|
2017
Q4 | $6.19M | Buy |
49,408
+826
| +2% | +$103K | 1.4% | 18 |
|
2017
Q3 | $5.71M | Buy |
+48,582
| New | +$5.71M | 1.39% | 17 |
|