EMFO LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.46M | Hold |
9,304
| – | – | 1.3% | 25 |
|
2024
Q1 | $1.47M | Sell |
9,304
-3,000
| -24% | -$473K | 1.34% | 22 |
|
2023
Q4 | $1.84M | Buy |
12,304
+2,000
| +19% | +$298K | 1.69% | 12 |
|
2023
Q3 | $1.74M | Buy |
10,304
+1,000
| +11% | +$169K | 1.64% | 12 |
|
2023
Q2 | $1.46M | Hold |
9,304
| – | – | 1.33% | 22 |
|
2023
Q1 | $1.52M | Sell |
9,304
-3,871
| -29% | -$632K | 1.43% | 20 |
|
2022
Q4 | $2.36M | Hold |
13,175
| – | – | 2.37% | 8 |
|
2022
Q3 | $1.89M | Sell |
13,175
-2,000
| -13% | -$287K | 1.8% | 10 |
|
2022
Q2 | $2.2M | Hold |
15,175
| – | – | 2.23% | 9 |
|
2022
Q1 | $2.47M | Sell |
15,175
-5,185
| -25% | -$844K | 2.24% | 6 |
|
2021
Q4 | $2.39M | Hold |
20,360
| – | – | 2.11% | 10 |
|
2021
Q3 | $2.07M | Buy |
20,360
+2,230
| +12% | +$226K | 1.82% | 16 |
|
2021
Q2 | $1.9M | Buy |
+18,130
| New | +$1.9M | 1.66% | 20 |
|