Diversified Portfolios Inc’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,353
| Closed | -$220K | – | 131 |
|
|
2022
Q1 | $220K | Buy |
+1,353
| New | +$220K | 0.05% | 129 |
|
|
2018
Q3 | – | Sell |
-1,932
| Closed | -$244K | – | 50 |
|
|
2018
Q2 | $244K | Sell |
1,932
-356
| -16% | -$45K | 0.14% | 42 |
|
|
2018
Q1 | $261K | Sell |
2,288
-48
| -2% | -$5.48K | 0.15% | 42 |
|
|
2017
Q4 | $292K | Buy |
+2,336
| New | +$292K | 0.16% | 41 |
|
|
2015
Q1 | – | Sell |
-3,272
| Closed | -$367K | – | 62 |
|
|
2014
Q4 | $367K | Buy |
+3,272
| New | +$367K | 0.22% | 49 |
|