CSIA
Carl Stuart Investment Advisor’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,309
| Closed | -$205K | – | 17 |
|
|
2024
Q2 | $205K | Hold |
1,309
| – | – | 0.13% | 14 |
|
|
2024
Q1 | $206K | Sell |
1,309
-645
| -33% | -$102K | 0.13% | 14 |
|
|
2023
Q4 | $291K | Hold |
1,954
| – | – | 0.2% | 22 |
|
|
2023
Q3 | $325K | Sell |
1,954
-28
| -1% | -$4.66K | 0.26% | 13 |
|
|
2023
Q2 | $312K | Sell |
1,982
-60
| -3% | -$9.44K | 0.24% | 14 |
|
|
2023
Q1 | $205K | Hold |
2,042
| – | – | 0.2% | 35 |
|
|
2022
Q4 | $367K | Hold |
2,042
| – | – | 0.34% | 14 |
|
|
2022
Q3 | $324K | Hold |
2,042
| – | – | 0.29% | 14 |
|
|
2022
Q2 | $293K | Hold |
2,042
| – | – | 0.25% | 14 |
|
|
2022
Q1 | $3.33M | Sell |
2,042
-30
| -1% | -$48.8K | 0.24% | 13 |
|
|
2021
Q4 | $243K | Buy |
+2,072
| New | +$243K | 0.18% | 23 |
|