Divergent Planning’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
-1,655
Closed -$247K 29
2023
Q4
$247K Hold
1,655
0.12% 23
2023
Q3
$276K Hold
1,655
0.15% 17
2023
Q2
$260K Sell
1,655
-2,500
-60% -$393K 0.14% 22
2023
Q1
$678K Buy
+4,155
New +$678K 0.38% 11