Financial Strategies Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,998
| Closed | -$335K | – | 78 |
|
|
2023
Q3 | $335K | Hold |
1,998
| – | – | 0.11% | 60 |
|
|
2023
Q2 | $314K | Buy |
1,998
+12
| +0.6% | +$1.89K | 0.1% | 65 |
|
|
2023
Q1 | $324K | Buy |
1,986
+11
| +0.6% | +$1.8K | 0.12% | 63 |
|
|
2022
Q4 | $355K | Sell |
1,975
-47
| -2% | -$8.44K | 0.15% | 60 |
|
|
2022
Q3 | $291K | Buy |
2,022
+91
| +5% | +$13.1K | 0.13% | 66 |
|
|
2022
Q2 | $280K | Buy |
1,931
+23
| +1% | +$3.34K | 0.12% | 73 |
|
|
2022
Q1 | $311K | Buy |
1,908
+11
| +0.6% | +$1.79K | 0.12% | 71 |
|
|
2021
Q4 | $223K | Buy |
+1,897
| New | +$223K | 0.09% | 73 |
|