CSat Investment Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4K | Sell |
35
-3
| -8% | -$343 | ﹤0.01% | 502 |
|
|
2020
Q4 | $3K | Sell |
38
-62,323
| -100% | -$4.92M | ﹤0.01% | 505 |
|
|
2020
Q3 | $4.49M | Buy |
62,361
+19,261
| +45% | +$1.39M | 0.4% | 20 |
|
|
2020
Q2 | $3.85M | Buy |
43,100
+26,845
| +165% | +$2.4M | 0.47% | 16 |
|
|
2020
Q1 | $1.18M | Buy |
16,255
+3,019
| +23% | +$219K | 0.25% | 51 |
|
|
2019
Q4 | $1.6M | Buy |
13,236
+4,037
| +44% | +$486K | 0.42% | 41 |
|
|
2019
Q3 | $1.09M | Buy |
9,199
+3,339
| +57% | +$396K | 0.34% | 57 |
|
|
2019
Q2 | $729K | Buy |
5,860
+5,850
| +58,500% | +$728K | 0.26% | 83 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 544 |
|
|
2018
Q4 | $1K | Buy |
10
+1
| +11% | +$100 | ﹤0.01% | 541 |
|
|
2018
Q3 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 542 |
|
|
2018
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 543 |
|