CA
Claar Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,100
| Closed | -$761K | – | 27 |
|
|
2023
Q4 | $761K | Hold |
5,100
| – | – | 0.27% | 28 |
|
|
2023
Q3 | $860K | Buy |
5,100
+150
| +3% | +$25.3K | 0.34% | 30 |
|
|
2023
Q2 | $779K | Buy |
4,950
+150
| +3% | +$23.6K | 0.29% | 29 |
|
|
2023
Q1 | $783K | Buy |
4,800
+150
| +3% | +$24.5K | 0.32% | 28 |
|
|
2022
Q4 | $835K | Buy |
4,650
+1,050
| +29% | +$188K | 0.37% | 27 |
|
|
2022
Q3 | $517K | Buy |
3,600
+1,575
| +78% | +$226K | 0.22% | 31 |
|
|
2022
Q2 | $293K | Buy |
+2,025
| New | +$293K | 0.11% | 37 |
|