Diversified’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $783K | Sell |
5,319
-171
| -3% | -$25.2K | 0.09% | 90 |
|
|
2024
Q2 | $859K | Buy |
5,490
+1,221
| +29% | +$191K | 0.1% | 76 |
|
|
2024
Q1 | $673K | Buy |
4,269
+194
| +5% | +$30.6K | 0.09% | 62 |
|
|
2023
Q4 | $608K | Buy |
4,075
+203
| +5% | +$30.3K | 0.13% | 63 |
|
|
2023
Q3 | $653K | Buy |
3,872
+450
| +13% | +$75.9K | 0.17% | 52 |
|
|
2023
Q2 | $539K | Sell |
3,422
-72
| -2% | -$11.3K | 0.14% | 62 |
|
|
2023
Q1 | $570K | Buy |
3,494
+11
| +0.3% | +$1.8K | 0.2% | 62 |
|
|
2022
Q4 | $625K | Buy |
3,483
+713
| +26% | +$128K | 0.25% | 61 |
|
|
2022
Q3 | $398K | Buy |
+2,770
| New | +$398K | 0.2% | 66 |
|
|
2021
Q1 | – | Sell |
-332
| Closed | -$24K | – | 141 |
|
|
2020
Q4 | $24K | Buy |
+332
| New | +$24K | 0.02% | 235 |
|