CPC
Consolidated Planning Corp’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34,911
| Closed | -$5.46M | – | 207 |
|
|
2024
Q2 | $5.46M | Buy |
34,911
+1,461
| +4% | +$229K | 0.9% | 35 |
|
|
2024
Q1 | $5.28M | Buy |
33,450
+3,672
| +12% | +$579K | 0.9% | 35 |
|
|
2023
Q4 | $4.44M | Buy |
29,778
+1,402
| +5% | +$209K | 0.83% | 37 |
|
|
2023
Q3 | $4.78M | Buy |
28,376
+1,235
| +5% | +$208K | 1.06% | 28 |
|
|
2023
Q2 | $4.27M | Buy |
27,141
+1,429
| +6% | +$225K | 0.9% | 36 |
|
|
2023
Q1 | $4.2M | Buy |
25,712
+2,202
| +9% | +$359K | 1.09% | 27 |
|
|
2022
Q4 | $4.22M | Buy |
23,510
+851
| +4% | +$153K | 1.17% | 24 |
|
|
2022
Q3 | $3.26M | Buy |
22,659
+930
| +4% | +$134K | 1.02% | 33 |
|
|
2022
Q2 | $3.15M | Buy |
+21,729
| New | +$3.15M | 0.98% | 32 |
|
|
2021
Q4 | – | Sell |
-496
| Closed | -$50K | – | 148 |
|
|
2021
Q3 | $50K | Buy |
+496
| New | +$50K | 0.03% | 166 |
|