First Capital Advisors Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $724K | Sell |
4,599
-1
| -0% | -$157 | 0.38% | 63 |
|
|
2023
Q1 | $751K | Buy |
4,600
+30
| +0.7% | +$4.9K | 0.48% | 59 |
|
|
2022
Q4 | $820K | Sell |
4,570
-718
| -14% | -$129K | 0.56% | 52 |
|
|
2022
Q3 | $760K | Sell |
5,288
-207
| -4% | -$29.8K | 0.63% | 44 |
|
|
2022
Q2 | $796K | Buy |
+5,495
| New | +$796K | 0.55% | 46 |
|
|
2018
Q4 | $643K | Buy |
5,912
+324
| +6% | +$35.2K | 0.48% | 50 |
|
|
2018
Q3 | $683K | Hold |
5,588
| – | – | 0.42% | 51 |
|
|
2018
Q2 | $706K | Sell |
5,588
-8
| -0.1% | -$1.01K | 0.47% | 47 |
|
|
2018
Q1 | $638K | Sell |
5,596
-376
| -6% | -$42.9K | 0.37% | 55 |
|
|
2017
Q4 | $748K | Sell |
5,972
-664
| -10% | -$83.2K | 0.47% | 52 |
|
|
2017
Q3 | $780K | Buy |
6,636
+433
| +7% | +$50.9K | 0.54% | 47 |
|
|
2017
Q2 | $647K | Sell |
6,203
-638
| -9% | -$66.5K | 0.44% | 72 |
|
|
2017
Q1 | $735K | Buy |
6,841
+80
| +1% | +$8.6K | 0.55% | 57 |
|
|
2016
Q4 | $796K | Buy |
+6,761
| New | +$796K | 0.74% | 32 |
|