Cascadia Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.84M | Sell |
37,879
-2,179
| -5% | -$221K | 0.78% | 29 |
|
|
2021
Q2 | $4.2M | Buy |
40,058
+4,831
| +14% | +$506K | 0.91% | 24 |
|
|
2021
Q1 | $3.69M | Buy |
+35,227
| New | +$3.69M | 0.82% | 32 |
|
|
2020
Q3 | $2.73M | Buy |
37,881
+4,460
| +13% | +$321K | 0.76% | 23 |
|
|
2020
Q2 | $2.98M | Buy |
+33,421
| New | +$2.98M | 0.91% | 18 |
|
|
2019
Q4 | $2.29M | Buy |
+18,983
| New | +$2.29M | 0.65% | 36 |
|