Compass Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,702
| Closed | -$1.26M | – | 18 |
|
|
2023
Q1 | $1.26M | Sell |
7,702
-473
| -6% | -$77.2K | 1.59% | 13 |
|
|
2022
Q4 | $1.47M | Sell |
8,175
-105
| -1% | -$18.8K | 1.98% | 9 |
|
|
2022
Q3 | $1.19M | Sell |
8,280
-19
| -0.2% | -$2.73K | 1.77% | 12 |
|
|
2022
Q2 | $1.2M | Sell |
8,299
-108
| -1% | -$15.6K | 1.64% | 13 |
|
|
2022
Q1 | $1.37M | Buy |
8,407
+674
| +9% | +$110K | 1.51% | 12 |
|
|
2021
Q4 | $907K | Buy |
+7,733
| New | +$907K | 1% | 29 |
|