Column Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $279K | Buy |
1,652
+5
| +0.3% | +$843 | 0.04% | 117 |
|
|
2023
Q2 | $259K | Sell |
1,647
-5
| -0.3% | -$787 | 0.04% | 122 |
|
|
2023
Q1 | $270K | Buy |
1,652
+288
| +21% | +$47K | 0.04% | 113 |
|
|
2022
Q4 | $245K | Buy |
1,364
+237
| +21% | +$42.5K | 0.04% | 108 |
|
|
2022
Q3 | $162K | Buy |
1,127
+100
| +10% | +$14.4K | 0.03% | 140 |
|
|
2022
Q2 | $149K | Buy |
1,027
+4
| +0.4% | +$580 | 0.03% | 140 |
|
|
2022
Q1 | $167K | Sell |
1,023
-95
| -8% | -$15.5K | 0.03% | 145 |
|
|
2021
Q4 | $131K | Buy |
1,118
+6
| +0.5% | +$703 | 0.03% | 170 |
|
|
2021
Q3 | $113K | Buy |
1,112
+7
| +0.6% | +$711 | 0.02% | 173 |
|
|
2021
Q2 | $116K | Buy |
1,105
+6
| +0.5% | +$630 | 0.02% | 173 |
|
|
2021
Q1 | $115K | Buy |
1,099
+5
| +0.5% | +$523 | 0.03% | 165 |
|
|
2020
Q4 | $92K | Buy |
1,094
+7
| +0.6% | +$589 | 0.02% | 177 |
|
|
2020
Q3 | $78K | Sell |
1,087
-201
| -16% | -$14.4K | 0.02% | 182 |
|
|
2020
Q2 | $114K | Sell |
1,288
-72
| -5% | -$6.37K | 0.04% | 138 |
|
|
2020
Q1 | $99K | Sell |
1,360
-385
| -22% | -$28K | 0.04% | 122 |
|
|
2019
Q4 | $210K | Buy |
+1,745
| New | +$210K | 0.11% | 83 |
|