Evelyn V. Moreno’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.52M | Sell |
10,189
-20,499
| -67% | -$3.06M | 0.72% | 47 |
|
|
2023
Q3 | $5.17M | Sell |
30,688
-6,994
| -19% | -$1.18M | 1.13% | 36 |
|
|
2023
Q2 | $5.93M | Sell |
37,682
-2,068
| -5% | -$325K | 1.27% | 31 |
|
|
2023
Q1 | $6.49M | Buy |
39,750
+1,250
| +3% | +$204K | 1.47% | 25 |
|
|
2022
Q4 | $6.91M | Buy |
38,500
+17,951
| +87% | +$3.22M | 1.6% | 19 |
|
|
2022
Q3 | $2.95M | Buy |
20,549
+16,899
| +463% | +$2.43M | 1.33% | 20 |
|
|
2022
Q2 | $528K | Buy |
+3,650
| New | +$528K | 0.12% | 86 |
|
|
2017
Q4 | – | Sell |
-1,975
| Closed | -$232K | – | 66 |
|
|
2017
Q3 | $232K | Hold |
1,975
| – | – | 0.07% | 66 |
|
|
2017
Q2 | $206K | Hold |
1,975
| – | – | 0.06% | 68 |
|
|
2017
Q1 | $212K | Hold |
1,975
| – | – | 0.06% | 69 |
|
|
2016
Q4 | $233K | Buy |
+1,975
| New | +$233K | 0.08% | 67 |
|