Disciplined Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-486
| Closed | -$76.5K | – | 445 |
|
|
2023
Q2 | $76.5K | Sell |
486
-2,606
| -84% | -$410K | 0.04% | 173 |
|
|
2023
Q1 | $504K | Buy |
3,092
+40
| +1% | +$6.53K | 0.21% | 84 |
|
|
2022
Q4 | $548K | Sell |
3,052
-294
| -9% | -$52.8K | 0.27% | 73 |
|
|
2022
Q3 | $481K | Buy |
3,346
+509
| +18% | +$73.2K | 0.22% | 86 |
|
|
2022
Q2 | $411K | Buy |
2,837
+1,269
| +81% | +$184K | 0.19% | 91 |
|
|
2022
Q1 | $255K | Buy |
1,568
+713
| +83% | +$116K | 0.11% | 114 |
|
|
2021
Q4 | $100K | Buy |
855
+287
| +51% | +$33.6K | 0.04% | 153 |
|
|
2021
Q3 | $58K | Buy |
568
+400
| +238% | +$40.8K | 0.03% | 184 |
|
|
2021
Q2 | $18K | Buy |
168
+75
| +81% | +$8.04K | 0.01% | 270 |
|
|
2021
Q1 | $10K | Sell |
93
-40
| -30% | -$4.3K | 0.01% | 256 |
|
|
2020
Q4 | $11K | Sell |
133
-34
| -20% | -$2.81K | 0.01% | 220 |
|
|
2020
Q3 | $12K | Sell |
167
-505
| -75% | -$36.3K | 0.01% | 244 |
|
|
2020
Q2 | $60K | Sell |
672
-500
| -43% | -$44.6K | 0.05% | 150 |
|
|
2020
Q1 | $85K | Buy |
1,172
+104
| +10% | +$7.54K | 0.08% | 120 |
|
|
2019
Q4 | $129K | Buy |
+1,068
| New | +$129K | 0.11% | 107 |
|