Coulter & Justus Financial Services’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 |
-1,988
| Closed | -$297K | – | 99 |
|
|
2023
Q4 | $297K | Buy |
1,988
+205
| +11% | +$30.6K | 0.2% | 31 |
|
|
2023
Q3 | $301K | Hold |
1,783
| – | – | 0.22% | 29 |
|
|
2023
Q2 | $281K | Buy |
1,783
+4
| +0.2% | +$629 | 0.19% | 36 |
|
|
2023
Q1 | $290K | Sell |
1,779
-145
| -8% | -$23.7K | 0.19% | 37 |
|
|
2022
Q4 | $345K | Buy |
1,924
+153
| +9% | +$27.5K | 0.23% | 35 |
|
|
2022
Q3 | $254K | Buy |
1,771
+4
| +0.2% | +$574 | 0.2% | 38 |
|
|
2022
Q2 | $256K | Buy |
+1,767
| New | +$256K | 0.21% | 42 |
|
|
2022
Q1 | – | Sell |
-1,759
| Closed | -$206K | – | 25 |
|
|
2021
Q4 | $206K | Buy |
+1,759
| New | +$206K | 0.16% | 47 |
|