Brio Consultants’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 |
-1,246
| Closed | -$210K | – | 99 |
|
|
2023
Q3 | $210K | Buy |
+1,246
| New | +$210K | 0.04% | 91 |
|
|
2021
Q2 | – | Sell |
-2,279
| Closed | -$239K | – | 76 |
|
|
2021
Q1 | $239K | Buy |
+2,279
| New | +$239K | 0.07% | 67 |
|
|
2020
Q3 | – | Sell |
-2,685
| Closed | -$240K | – | 75 |
|
|
2020
Q2 | $240K | Buy |
+2,685
| New | +$240K | 0.08% | 60 |
|
|
2020
Q1 | – | Sell |
-2,501
| Closed | -$301K | – | 69 |
|
|
2019
Q4 | $301K | Sell |
2,501
-172
| -6% | -$20.7K | 0.1% | 59 |
|
|
2019
Q3 | $317K | Sell |
2,673
-3,450
| -56% | -$409K | 0.12% | 57 |
|
|
2019
Q2 | $762K | Buy |
6,123
+3,997
| +188% | +$497K | 0.31% | 36 |
|
|
2019
Q1 | $262K | Buy |
2,126
+19
| +0.9% | +$2.34K | 0.12% | 59 |
|
|
2018
Q4 | $229K | Buy |
+2,107
| New | +$229K | 0.12% | 62 |
|