Burleson & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.42M | Buy |
13,495
+716
| +6% | +$129K | 0.6% | 50 |
|
|
2022
Q3 | $1.84M | Buy |
12,779
+2,129
| +20% | +$306K | 0.39% | 56 |
|
|
2022
Q2 | $1.54M | Buy |
10,650
+27
| +0.3% | +$3.91K | 0.33% | 59 |
|
|
2022
Q1 | $1.73M | Sell |
10,623
-73
| -0.7% | -$11.9K | 0.28% | 67 |
|
|
2021
Q4 | $1.26M | Buy |
10,696
+456
| +4% | +$53.5K | 0.18% | 70 |
|
|
2021
Q3 | $1.04M | Sell |
10,240
-106
| -1% | -$10.8K | 0.15% | 70 |
|
|
2021
Q2 | $1.08M | Buy |
10,346
+23
| +0.2% | +$2.41K | 0.16% | 73 |
|
|
2021
Q1 | $1.08M | Buy |
10,323
+43
| +0.4% | +$4.51K | 0.18% | 70 |
|
|
2020
Q4 | $868K | Sell |
10,280
-262
| -2% | -$22.1K | 0.15% | 80 |
|
|
2020
Q3 | $750K | Sell |
10,542
-35
| -0.3% | -$2.49K | 0.14% | 86 |
|
|
2020
Q2 | $918K | Sell |
10,577
-331
| -3% | -$28.7K | 0.2% | 77 |
|
|
2020
Q1 | $1.04M | Sell |
10,908
-21,430
| -66% | -$2.05M | 0.27% | 70 |
|
|
2019
Q4 | $3.65M | Buy |
32,338
+33
| +0.1% | +$3.73K | 1.02% | 23 |
|
|
2019
Q3 | $3.81M | Buy |
32,305
+7
| +0% | +$826 | 1.33% | 20 |
|
|
2019
Q2 | $3.9M | Sell |
32,298
-1,395
| -4% | -$168K | 1.64% | 17 |
|
|
2019
Q1 | $3.95M | Buy |
33,693
+1,596
| +5% | +$187K | 1.68% | 15 |
|
|
2018
Q4 | $3.82M | Sell |
32,097
-1,821
| -5% | -$217K | 1.98% | 11 |
|
|
2018
Q3 | $4.05M | Sell |
33,918
-959
| -3% | -$115K | 2.27% | 9 |
|
|
2018
Q2 | $4.41M | Buy |
34,877
+11,851
| +51% | +$1.5M | 2.57% | 8 |
|
|
2018
Q1 | $2.63M | Buy |
23,026
+310
| +1% | +$35.4K | 1.71% | 13 |
|
|
2017
Q4 | $2.84M | Buy |
+22,716
| New | +$2.84M | 1.83% | 11 |
|