Curi Wealth Management’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 |
-7,485
| Closed | -$1.12M | – | 28 |
|
|
2023
Q4 | $1.12M | Sell |
7,485
-748
| -9% | -$112K | 0.15% | 62 |
|
|
2023
Q3 | $1.39M | Sell |
8,233
-179
| -2% | -$30.2K | 0.21% | 54 |
|
|
2023
Q2 | $1.32M | Buy |
8,412
+144
| +2% | +$22.7K | 0.18% | 58 |
|
|
2023
Q1 | $1.35M | Sell |
8,268
-838
| -9% | -$137K | 0.19% | 57 |
|
|
2022
Q4 | $1.63M | Buy |
9,106
+566
| +7% | +$102K | 0.23% | 59 |
|
|
2022
Q3 | $1.23M | Buy |
8,540
+7,382
| +637% | +$1.06M | 0.2% | 61 |
|
|
2022
Q2 | $168K | Buy |
1,158
+564
| +95% | +$81.8K | 0.03% | 133 |
|
|
2022
Q1 | $96K | Buy |
594
+333
| +128% | +$53.8K | 0.02% | 163 |
|
|
2021
Q4 | $30K | Buy |
+261
| New | +$30K | 0.01% | 211 |
|
|
2021
Q1 | – | Sell |
-245
| Closed | -$20K | – | 192 |
|
|
2020
Q4 | $20K | Buy |
+245
| New | +$20K | 0.01% | 205 |
|