Courage Miller Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,299
| Closed | -$219K | – | 76 |
|
|
2023
Q3 | $219K | Hold |
1,299
| – | – | 0.09% | 71 |
|
|
2023
Q2 | $204K | Hold |
1,299
| – | – | 0.09% | 76 |
|
|
2023
Q1 | $212K | Hold |
1,299
| – | – | 0.09% | 72 |
|
|
2022
Q4 | $233K | Buy |
+1,299
| New | +$233K | 0.11% | 66 |
|
|
2022
Q2 | – | Sell |
-1,314
| Closed | -$214K | – | 72 |
|
|
2022
Q1 | $214K | Buy |
+1,314
| New | +$214K | 0.09% | 75 |
|