Financial Planning & Information Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $210K | Sell |
1,424
-77
| -5% | -$11.3K | 0.03% | 86 |
|
|
2024
Q2 | $235K | Hold |
1,501
| – | – | 0.04% | 75 |
|
|
2024
Q1 | $237K | Hold |
1,501
| – | – | 0.04% | 79 |
|
|
2023
Q4 | $224K | Hold |
1,501
| – | – | 0.04% | 78 |
|
|
2023
Q3 | $253K | Hold |
1,501
| – | – | 0.05% | 73 |
|
|
2023
Q2 | $236K | Buy |
1,501
+77
| +5% | +$12.1K | 0.04% | 77 |
|
|
2023
Q1 | $232K | Hold |
1,424
| – | – | 0.05% | 76 |
|
|
2022
Q4 | $256K | Buy |
+1,424
| New | +$256K | 0.05% | 76 |
|