Enlightenment Research’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,674
| Closed | -$528K | – | 22 |
|
|
2022
Q3 | $528K | Buy |
3,674
+1,019
| +38% | +$146K | 1.17% | 27 |
|
|
2022
Q2 | $384K | Buy |
+2,655
| New | +$384K | 0.82% | 41 |
|
|
2021
Q1 | – | Sell |
-4,700
| Closed | -$397K | – | 151 |
|
|
2020
Q4 | $397K | Buy |
+4,700
| New | +$397K | 0.56% | 48 |
|
|
2020
Q3 | – | Sell |
-6,106
| Closed | -$545K | – | 80 |
|
|
2020
Q2 | $545K | Buy |
6,106
+604
| +11% | +$53.9K | 1.3% | 24 |
|
|
2020
Q1 | $514K | Buy |
+5,502
| New | +$514K | 0.55% | 39 |
|
|
2019
Q4 | – | Sell |
-6,900
| Closed | -$818K | – | 73 |
|
|
2019
Q3 | $818K | Buy |
+6,900
| New | +$818K | 1.81% | 13 |
|
|
2019
Q2 | – | Sell |
-7,600
| Closed | -$936K | – | 276 |
|
|
2019
Q1 | $936K | Buy |
7,600
+4,100
| +117% | +$505K | 1.82% | 14 |
|
|
2018
Q4 | $381K | Buy |
+3,500
| New | +$381K | 0.47% | 37 |
|