CW
Connectus Wealth’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $33.3M | Buy |
210,814
+4,743
| +2% | +$748K | 0.91% | 25 |
|
2023
Q4 | $30.7M | Sell |
206,071
-592
| -0.3% | -$88.3K | 0.63% | 31 |
|
2023
Q3 | $34.8M | Buy |
206,663
+18,288
| +10% | +$3.08M | 0.78% | 26 |
|
2023
Q2 | $29.6M | Buy |
188,375
+9,091
| +5% | +$1.43M | 0.68% | 35 |
|
2023
Q1 | $29.3M | Sell |
179,284
-30,160
| -14% | -$4.92M | 0.72% | 40 |
|
2022
Q4 | $37.6M | Buy |
209,444
+6,371
| +3% | +$1.14M | 0.89% | 28 |
|
2022
Q3 | $29.2M | Buy |
203,073
+8,802
| +5% | +$1.26M | 0.61% | 40 |
|
2022
Q2 | $28.1M | Buy |
194,271
+172,150
| +778% | +$24.9M | 0.64% | 41 |
|
2022
Q1 | $2.6M | Sell |
22,121
-71,929
| -76% | -$8.45M | 0.08% | 142 |
|
2021
Q4 | $11M | Buy |
+94,050
| New | +$11M | 0.43% | 50 |
|