CFAM
Center For Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,044
| Closed | -$294K | – | 113 |
|
|
2022
Q3 | $294K | Buy |
2,044
+219
| +12% | +$31.5K | 0.29% | 87 |
|
|
2022
Q2 | $264K | Buy |
1,825
+504
| +38% | +$72.9K | 0.24% | 92 |
|
|
2022
Q1 | $215K | Buy |
+1,321
| New | +$215K | 0.17% | 116 |
|
|
2021
Q4 | – | Sell |
-2,298
| Closed | -$233K | – | 124 |
|
|
2021
Q3 | $233K | Buy |
2,298
+127
| +6% | +$12.9K | 0.2% | 86 |
|
|
2021
Q2 | $227K | Buy |
+2,171
| New | +$227K | 0.2% | 94 |
|