Defender Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,514
| Closed | -$1.64M | – | 36 |
|
2024
Q2 | $1.64M | Buy |
10,514
+6,514
| +163% | +$1.02M | 0.56% | 16 |
|
2024
Q1 | $631K | Buy |
+4,000
| New | +$631K | 0.21% | 19 |
|
2023
Q4 | – | Sell |
-2,005
| Closed | -$338K | – | 39 |
|
2023
Q3 | $338K | Sell |
2,005
-4,000
| -67% | -$674K | 0.12% | 28 |
|
2023
Q2 | $944K | Sell |
6,005
-995
| -14% | -$156K | 0.32% | 18 |
|
2023
Q1 | $1.14M | Buy |
+7,000
| New | +$1.14M | 0.4% | 16 |
|