Cassady Schiller Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $774K | Buy |
5,345
+63
| +1% | +$9.13K | 0.28% | 53 |
|
|
2024
Q3 | $778K | Hold |
5,282
| – | – | 0.28% | 52 |
|
|
2024
Q2 | $826K | Sell |
5,282
-33
| -0.6% | -$5.16K | 0.34% | 49 |
|
|
2024
Q1 | $838K | Buy |
5,315
+656
| +14% | +$103K | 0.37% | 45 |
|
|
2023
Q4 | $695K | Hold |
4,659
| – | – | 0.35% | 47 |
|
|
2023
Q3 | $786K | Buy |
4,659
+131
| +3% | +$22.1K | 0.44% | 44 |
|
|
2023
Q2 | $713K | Hold |
4,528
| – | – | 0.39% | 47 |
|
|
2023
Q1 | $739K | Hold |
4,528
| – | – | 0.35% | 45 |
|
|
2022
Q4 | $813K | Sell |
4,528
-53
| -1% | -$9.51K | 0.5% | 42 |
|
|
2022
Q3 | $658K | Sell |
4,581
-5
| -0.1% | -$718 | 0.38% | 52 |
|
|
2022
Q2 | $664K | Buy |
4,586
+75
| +2% | +$10.9K | 0.35% | 50 |
|
|
2022
Q1 | $735K | Buy |
4,511
+4,000
| +783% | +$652K | 0.35% | 48 |
|
|
2021
Q4 | $60K | Buy |
+511
| New | +$60K | 0.04% | 185 |
|