Bruce & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-58,600
| Closed | -$6.14M | – | 32 |
|
|
2021
Q1 | $6.14M | Hold |
58,600
| – | – | 1.15% | 20 |
|
|
2020
Q4 | $4.95M | Hold |
58,600
| – | – | 0.95% | 23 |
|
|
2020
Q3 | $4.22M | Hold |
58,600
| – | – | 0.87% | 22 |
|
|
2020
Q2 | $5.23M | Buy |
58,600
+55,600
| +1,853% | +$4.96M | 1.14% | 21 |
|
|
2020
Q1 | $217K | Buy |
+3,000
| New | +$217K | 0.05% | 40 |
|