CIC Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.13M | Buy |
14,474
+245
| +2% | +$36.1K | 0.55% | 45 |
|
|
2024
Q2 | $2.23M | Buy |
14,229
+44
| +0.3% | +$6.88K | 0.61% | 39 |
|
|
2024
Q1 | $2.24M | Buy |
14,185
+411
| +3% | +$64.8K | 0.65% | 38 |
|
|
2023
Q4 | $2.05M | Sell |
13,774
-554
| -4% | -$82.6K | 0.65% | 38 |
|
|
2023
Q3 | $2.42M | Buy |
14,328
+203
| +1% | +$34.2K | 0.87% | 30 |
|
|
2023
Q2 | $2.22M | Sell |
14,125
-630
| -4% | -$99.1K | 0.77% | 34 |
|
|
2023
Q1 | $2.41M | Buy |
14,755
+65
| +0.4% | +$10.6K | 0.91% | 27 |
|
|
2022
Q4 | $2.64M | Buy |
+14,690
| New | +$2.64M | 1.09% | 24 |
|