Carroll Investors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,506
| Closed | -$256K | – | 25 |
|
|
2023
Q3 | $256K | Buy |
+1,506
| New | +$256K | 0.23% | 24 |
|
|
2023
Q1 | – | Sell |
-1,506
| Closed | -$269K | – | 42 |
|
|
2022
Q4 | $269K | Hold |
1,506
| – | – | 0.29% | 36 |
|
|
2022
Q3 | $217K | Buy |
+1,506
| New | +$217K | 0.17% | 39 |
|
|
2022
Q2 | – | Sell |
-445
| Closed | -$71K | – | 60 |
|
|
2022
Q1 | $71K | Hold |
445
| – | – | 0.05% | 60 |
|
|
2021
Q4 | $50K | Buy |
+445
| New | +$50K | 0.03% | 93 |
|