Capital Directions Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $60.7K | Buy |
+338
| New | +$60.7K | 0.02% | 111 |
|
|
2022
Q3 | – | Sell |
-340
| Closed | -$49K | – | 111 |
|
|
2022
Q2 | $49K | Sell |
340
-85
| -20% | -$12.3K | 0.02% | 129 |
|
|
2022
Q1 | $69K | Buy |
+425
| New | +$69K | 0.02% | 125 |
|
|
2021
Q4 | – | Sell |
-225
| Closed | -$23K | – | 96 |
|
|
2021
Q3 | $23K | Sell |
225
-150
| -40% | -$15.3K | 0.01% | 183 |
|
|
2021
Q2 | $39K | Buy |
+375
| New | +$39K | 0.01% | 132 |
|
|
2021
Q1 | – | Sell |
-351
| Closed | -$30K | – | 220 |
|
|
2020
Q4 | $30K | Sell |
351
-75
| -18% | -$6.41K | 0.01% | 135 |
|
|
2020
Q3 | $31K | Buy |
+426
| New | +$31K | 0.01% | 129 |
|
|
2020
Q2 | – | Sell |
-426
| Closed | -$31K | – | 216 |
|
|
2020
Q1 | $31K | Buy |
426
+75
| +21% | +$5.46K | 0.01% | 136 |
|
|
2019
Q4 | $42K | Hold |
351
| – | – | 0.01% | 145 |
|
|
2019
Q3 | $42K | Buy |
+351
| New | +$42K | 0.01% | 138 |
|
|
2018
Q3 | – | Sell |
-402
| Closed | -$51K | – | 163 |
|
|
2018
Q2 | $51K | Buy |
+402
| New | +$51K | 0.02% | 72 |
|