CCFP
Charles Carroll Financial Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $507K | Sell |
3,400
-3,400
| -50% | -$507K | 0.55% | 30 |
|
|
2023
Q3 | $1.15M | Hold |
6,800
| – | – | 1.42% | 19 |
|
|
2023
Q2 | $1.07M | Sell |
6,800
-100
| -1% | -$15.7K | 1.36% | 20 |
|
|
2023
Q1 | $1.13M | Sell |
6,900
-100
| -1% | -$16.3K | 1.73% | 14 |
|
|
2022
Q4 | $1.26M | Hold |
7,000
| – | – | 1.94% | 14 |
|
|
2022
Q3 | $1.01M | Hold |
7,000
| – | – | 1.62% | 15 |
|
|
2022
Q2 | $1.01M | Buy |
+7,000
| New | +$1.01M | 1.32% | 19 |
|