BSW
Buckingham Strategic Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.11M | Sell |
45,440
-1,359
| -3% | -$213K | 0.07% | 117 |
|
|
2024
Q1 | $7.38M | Buy |
46,799
+1,902
| +4% | +$300K | 0.08% | 115 |
|
|
2023
Q4 | $6.7M | Sell |
44,897
-2,343
| -5% | -$349K | 0.08% | 122 |
|
|
2023
Q3 | $7.97M | Buy |
47,240
+5,628
| +14% | +$949K | 0.11% | 98 |
|
|
2023
Q2 | $6.55M | Buy |
41,612
+4,452
| +12% | +$701K | 0.09% | 112 |
|
|
2023
Q1 | $6.67M | Hold |
37,160
| – | – | 0.12% | 96 |
|
|
2022
Q4 | $6.67M | Buy |
37,160
+194
| +0.5% | +$34.8K | 0.12% | 96 |
|
|
2022
Q3 | $5.31M | Sell |
36,966
-2,858
| -7% | -$411K | 0.11% | 99 |
|
|
2022
Q2 | $5.77M | Buy |
39,824
+2,128
| +6% | +$308K | 0.11% | 96 |
|
|
2022
Q1 | $6.14M | Sell |
37,696
-8,753
| -19% | -$1.43M | 0.12% | 91 |
|
|
2021
Q4 | $5.45M | Sell |
46,449
-310
| -0.7% | -$36.4K | 0.11% | 97 |
|
|
2021
Q3 | $4.74M | Buy |
46,759
+826
| +2% | +$83.8K | 0.1% | 110 |
|
|
2021
Q2 | $4.81M | Buy |
45,933
+3,287
| +8% | +$344K | 0.12% | 103 |
|
|
2021
Q1 | $4.47M | Buy |
42,646
+1,299
| +3% | +$136K | 0.22% | 97 |
|
|
2020
Q4 | $3.49M | Sell |
41,347
-2,169
| -5% | -$183K | 0.18% | 103 |
|
|
2020
Q3 | $3.13M | Buy |
43,516
+593
| +1% | +$42.7K | 0.24% | 80 |
|
|
2020
Q2 | $3.83M | Sell |
42,923
-6,300
| -13% | -$562K | 0.36% | 62 |
|
|
2020
Q1 | $3.57M | Sell |
49,223
-4,492
| -8% | -$326K | 0.34% | 62 |
|
|
2019
Q4 | $6.47M | Buy |
53,715
+2,338
| +5% | +$282K | 0.62% | 36 |
|
|
2019
Q3 | $6.09M | Buy |
51,377
+560
| +1% | +$66.4K | 0.66% | 32 |
|
|
2019
Q2 | $6.32M | Buy |
50,817
+8,423
| +20% | +$1.05M | 0.69% | 29 |
|
|
2019
Q1 | $5.22M | Buy |
42,394
+13,094
| +45% | +$1.61M | 0.66% | 34 |
|
|
2018
Q4 | $3.19M | Sell |
29,300
-1,493
| -5% | -$162K | 0.49% | 45 |
|
|
2018
Q3 | $3.77M | Sell |
30,793
-4,140
| -12% | -$506K | 0.58% | 39 |
|
|
2018
Q2 | $4.42M | Buy |
34,933
+4,271
| +14% | +$540K | 0.71% | 29 |
|
|
2018
Q1 | $3.5M | Sell |
30,662
-5,907
| -16% | -$674K | 0.68% | 32 |
|
|
2017
Q4 | $4.58M | Buy |
36,569
+5,617
| +18% | +$703K | 0.95% | 21 |
|
|
2017
Q3 | $3.64M | Sell |
30,952
-3,227
| -9% | -$379K | 0.87% | 23 |
|
|
2017
Q2 | $3.57M | Buy |
34,179
+16,602
| +94% | +$1.73M | 0.84% | 24 |
|
|
2017
Q1 | $1.89M | Buy |
17,577
+781
| +5% | +$83.8K | 0.55% | 36 |
|
|
2016
Q4 | $1.98M | Sell |
16,796
-458
| -3% | -$53.9K | 0.64% | 31 |
|
|
2016
Q3 | $1.78M | Buy |
17,254
+152
| +0.9% | +$15.6K | 0.6% | 33 |
|
|
2016
Q2 | $1.79M | Sell |
17,102
-4,411
| -21% | -$462K | 0.61% | 34 |
|
|
2016
Q1 | $2.05M | Buy |
21,513
+3,182
| +17% | +$304K | 0.68% | 31 |
|
|
2015
Q4 | $1.65M | Buy |
18,331
+280
| +2% | +$25.2K | 0.55% | 35 |
|
|
2015
Q3 | $1.42M | Sell |
18,051
-3,520
| -16% | -$278K | 0.5% | 38 |
|
|
2015
Q2 | $2.08M | Buy |
21,571
+2,373
| +12% | +$229K | 0.68% | 27 |
|
|
2015
Q1 | $2.02M | Sell |
19,198
-265
| -1% | -$27.8K | 0.76% | 23 |
|
|
2014
Q4 | $2.18M | Sell |
19,463
-1,013
| -5% | -$114K | 0.84% | 22 |
|
|
2014
Q3 | $2.44M | Buy |
20,476
+3,582
| +21% | +$427K | 1.01% | 20 |
|
|
2014
Q2 | $2.21M | Buy |
16,894
+210
| +1% | +$27.4K | 0.96% | 21 |
|
|
2014
Q1 | $1.98M | Buy |
16,684
+314
| +2% | +$37.3K | 0.92% | 21 |
|
|
2013
Q4 | $2.05M | Buy |
16,370
+43
| +0.3% | +$5.37K | 0.96% | 21 |
|
|
2013
Q3 | $1.98M | Buy |
16,327
+756
| +5% | +$91.9K | 1.05% | 19 |
|
|
2013
Q2 | $1.84M | Buy |
+15,571
| New | +$1.84M | 1.04% | 20 |
|