Colton Groome Financial Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,587
Closed -$656K 110
2021
Q4
$656K Buy
5,587
+152
+3% +$17.8K 0.27% 65
2021
Q3
$551K Sell
5,435
-75
-1% -$7.6K 0.24% 62
2021
Q2
$577K Buy
+5,510
New +$577K 0.26% 60