Financial Consulate’s Chevron CVX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,507	Closed	-$572K	–	60
2023 Q1	$572K	Buy	3,507 +302	+9%	+$49.3K	0.2%	57
2022 Q4	$575K	Hold	3,205	–	–	0.2%	62
2022 Q3	$460K	Hold	3,205	–	–	0.19%	60
2022 Q2	$464K	Sell	3,205 -1	-0%	-$145	0.22%	66
2022 Q1	$522K	Hold	3,206	–	–	0.2%	65
2021 Q4	$376K	Sell	3,206 -222	-6%	-$26K	0.13%	92
2021 Q3	$348K	Hold	3,428	–	–	0.13%	89
2021 Q2	$359K	Buy	+3,428	New	+$359K	0.13%	82
2020 Q1	–	Sell	-2,275	Closed	-$274K	–	98
2019 Q4	$274K	Sell	2,275 -12	-0.5%	-$1.45K	0.12%	88
2019 Q3	$271K	Sell	2,287 -373	-14%	-$44.2K	0.12%	86
2019 Q2	$331K	Buy	2,660 +200	+8%	+$24.9K	0.15%	71
2019 Q1	$303K	Sell	2,460 -207	-8%	-$25.5K	0.14%	87
2018 Q4	$290K	Sell	2,667 -128	-5%	-$13.9K	0.17%	82
2018 Q3	$342K	Hold	2,795	–	–	0.19%	84
2018 Q2	$353K	Hold	2,795	–	–	0.18%	82
2018 Q1	$319K	Sell	2,795 -600	-18%	-$68.5K	0.17%	85
2017 Q4	$425K	Hold	3,395	–	–	0.22%	70
2017 Q3	$399K	Buy	3,395 +475	+16%	+$55.8K	0.22%	70
2017 Q2	$305K	Buy	2,920 +286	+11%	+$29.9K	0.18%	74
2017 Q1	$283K	Hold	2,634	–	–	0.18%	73
2016 Q4	$310K	Buy	2,634 +648	+33%	+$76.3K	0.23%	62
2016 Q3	$204K	Sell	1,986 -100	-5%	-$10.3K	0.18%	64
2016 Q2	$219K	Buy	+2,086	New	+$219K	0.17%	63
2015 Q3	–	Sell	-2,156	Closed	-$208K	–	63
2015 Q2	$208K	Buy	+2,156	New	+$208K	0.15%	55
2015 Q1	–	Sell	-2,156	Closed	-$242K	–	59
2014 Q4	$242K	Buy	+2,156	New	+$242K	0.16%	62