Coombe, Bender & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,138
| Closed | -$170K | – | 76 |
|
|
2023
Q4 | $170K | Buy |
+1,138
| New | +$170K | 0.11% | 79 |
|
|
2023
Q2 | – | Sell |
-1,130
| Closed | -$184K | – | 77 |
|
|
2023
Q1 | $184K | Buy |
1,130
+327
| +41% | +$53.4K | 0.14% | 72 |
|
|
2022
Q4 | $144K | Buy |
+803
| New | +$144K | 0.13% | 68 |
|