Droms Strauss Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,248
| Closed | -$210K | – | 67 |
|
|
2023
Q3 | $210K | Buy |
+1,248
| New | +$210K | 0.09% | 61 |
|
|
2023
Q1 | – | Sell |
-1,173
| Closed | -$211K | – | 66 |
|
|
2022
Q4 | $211K | Buy |
+1,173
| New | +$211K | 0.1% | 60 |
|
|
2022
Q2 | – | Sell |
-1,232
| Closed | -$204K | – | 59 |
|
|
2022
Q1 | $204K | Buy |
+1,232
| New | +$204K | 0.1% | 44 |
|