Domani Wealth’s Chevron CVX Stock Holding History

Domani Wealth’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$1.2M	Sell	7,326 -100	-1%	-$16.3K	0.28%	43
2022 Q4	$1.33M	Buy	7,426 +54	+0.7%	+$9.69K	0.33%	39
2022 Q3	$1.06M	Buy	7,372 +250	+4%	+$35.9K	0.31%	35
2022 Q2	$1.03M	Hold	7,122	–	–	0.28%	38
2022 Q1	$1.16M	Sell	7,122 -82	-1%	-$13.4K	0.25%	45
2021 Q4	$845K	Buy	7,204 +102	+1%	+$12K	0.17%	52
2021 Q3	$720K	Sell	7,102 -164	-2%	-$16.6K	0.15%	53
2021 Q2	$761K	Sell	7,266 -209	-3%	-$21.9K	0.15%	53
2021 Q1	$783K	Sell	7,475 -931	-11%	-$97.5K	0.15%	53
2020 Q4	$710K	Sell	8,406 -313	-4%	-$26.4K	0.14%	56
2020 Q3	$628K	Sell	8,719 -166	-2%	-$12K	0.14%	61
2020 Q2	$793K	Sell	8,885 -315	-3%	-$28.1K	0.19%	53
2020 Q1	$667K	Buy	9,200 +252	+3%	+$18.3K	0.18%	59
2019 Q4	$1.08M	Hold	8,948	–	–	0.36%	36
2019 Q3	$1.06M	Buy	8,948 +12	+0.1%	+$1.42K	0.38%	34
2019 Q2	$1.11M	Buy	8,936 +9	+0.1%	+$1.12K	0.41%	33
2019 Q1	$1.1M	Hold	8,927	–	–	0.44%	34
2018 Q4	$971K	Hold	8,927	–	–	0.45%	32
2018 Q3	$1.09M	Sell	8,927 -60	-0.7%	-$7.34K	0.47%	32
2018 Q2	$1.14M	Buy	8,987 +51	+0.6%	+$6.45K	0.52%	31
2018 Q1	$1.02M	Hold	8,936	–	–	0.44%	35
2017 Q4	$1.12M	Hold	8,936	–	–	0.49%	34
2017 Q3	$1.05M	Sell	8,936 -100	-1%	-$11.8K	0.45%	35
2017 Q2	$943K	Sell	9,036 -535	-6%	-$55.8K	0.39%	39
2017 Q1	$1.03M	Sell	9,571 -339	-3%	-$36.4K	0.42%	38
2016 Q4	$1.17M	Sell	9,910 -735	-7%	-$86.5K	0.47%	36
2016 Q3	$1.1M	Sell	10,645 -313	-3%	-$32.2K	0.42%	43
2016 Q2	$1.15M	Sell	10,958 -1,251	-10%	-$131K	0.45%	41
2016 Q1	$1.17M	Buy	12,209 +1,092	+10%	+$105K	0.44%	45
2015 Q4	$1M	Sell	11,117 -379	-3%	-$34.1K	0.39%	45
2015 Q3	$907K	Sell	11,496 -262	-2%	-$20.7K	0.49%	32
2015 Q2	$1.13M	Buy	11,758 +10,537	+863%	+$1.02M	0.62%	31
2015 Q1	$11.6K	Buy	+1,221	New	+$11.6K	0.17%	46