Criterion Capital Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.94M Hold
12,422
1.22% 22
2024
Q3
$1.94M Hold
12,422
1.22% 22
2024
Q2
$1.94M Buy
12,422
+58
+0.5% +$9.07K 1.22% 22
2024
Q1
$1.95M Sell
12,364
-27
-0.2% -$4.26K 1.3% 21
2023
Q4
$1.85M Buy
+12,391
New +$1.85M 1.34% 20