Cardan Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $390K | Buy |
3,847
+210
| +6% | +$21.3K | 0.04% | 173 |
|
|
2021
Q2 | $381K | Sell |
3,637
-748
| -17% | -$78.4K | 0.04% | 181 |
|
|
2021
Q1 | $460K | Buy |
4,385
+160
| +4% | +$16.8K | 0.06% | 152 |
|
|
2020
Q4 | $357K | Sell |
4,225
-1,094
| -21% | -$92.4K | 0.04% | 166 |
|
|
2020
Q3 | $383K | Buy |
5,319
+271
| +5% | +$19.5K | 0.05% | 162 |
|
|
2020
Q2 | $450K | Buy |
5,048
+838
| +20% | +$74.7K | 0.06% | 146 |
|
|
2020
Q1 | $305K | Buy |
4,210
+2,018
| +92% | +$146K | 0.05% | 150 |
|
|
2019
Q4 | $264K | Sell |
2,192
-290
| -12% | -$34.9K | 0.04% | 168 |
|
|
2019
Q3 | $294K | Hold |
2,482
| – | – | 0.04% | 163 |
|
|
2019
Q2 | $309K | Sell |
2,482
-740
| -23% | -$92.1K | 0.05% | 146 |
|
|
2019
Q1 | $397K | Buy |
3,222
+20
| +0.6% | +$2.46K | 0.06% | 129 |
|
|
2018
Q4 | $348K | Hold |
3,202
| – | – | 0.06% | 128 |
|
|
2018
Q3 | $392K | Sell |
3,202
-15
| -0.5% | -$1.84K | 0.06% | 139 |
|
|
2018
Q2 | $407K | Sell |
3,217
-690
| -18% | -$87.3K | 0.07% | 132 |
|
|
2018
Q1 | $446K | Buy |
+3,907
| New | +$446K | 0.07% | 126 |
|