Eudaimonia Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.37M | Sell |
8,657
-867
| -9% | -$137K | 0.73% | 40 |
|
2023
Q4 | $1.42M | Sell |
9,524
-279
| -3% | -$41.6K | 0.92% | 27 |
|
2023
Q3 | $1.65M | Sell |
9,803
-349
| -3% | -$58.8K | 1.16% | 21 |
|
2023
Q2 | $1.6M | Sell |
10,152
-331
| -3% | -$52.1K | 1.07% | 24 |
|
2023
Q1 | $1.71M | Buy |
10,483
+387
| +4% | +$63.1K | 1.15% | 22 |
|
2022
Q4 | $1.81M | Buy |
10,096
+302
| +3% | +$54.2K | 1.22% | 19 |
|
2022
Q3 | $1.41M | Sell |
9,794
-149
| -1% | -$21.4K | 0.97% | 22 |
|
2022
Q2 | $1.44M | Sell |
9,943
-810
| -8% | -$117K | 0.99% | 23 |
|
2022
Q1 | $1.75M | Buy |
10,753
+1,333
| +14% | +$217K | 1.01% | 23 |
|
2021
Q4 | $1.11M | Buy |
+9,420
| New | +$1.11M | 0.65% | 40 |
|