First Personal Financial 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 | $428K | Buy |
2,906
+82
| +3% | +$12.1K | 0.09% | 91 |
|
|
2024
Q2 | $442K | Hold |
2,824
| – | – | 0.1% | 88 |
|
|
2024
Q1 | $445K | Buy |
2,824
+10
| +0.4% | +$1.58K | 0.1% | 89 |
|
|
2023
Q4 | $420K | Hold |
2,814
| – | – | 0.1% | 87 |
|
|
2023
Q3 | $474K | Buy |
2,814
+2,000
| +246% | +$337K | 0.12% | 80 |
|
|
2023
Q2 | $128K | Hold |
814
| – | – | 0.03% | 133 |
|
|
2023
Q1 | $133K | Sell |
814
-106
| -12% | -$17.3K | 0.03% | 131 |
|
|
2022
Q4 | $165K | Sell |
920
-40
| -4% | -$7.18K | 0.04% | 122 |
|
|
2022
Q3 | $138K | Buy |
960
+700
| +269% | +$101K | 0.04% | 124 |
|
|
2022
Q2 | $38K | Hold |
260
| – | – | 0.01% | 202 |
|
|
2022
Q1 | $42K | Sell |
260
-250
| -49% | -$40.4K | 0.01% | 208 |
|
|
2021
Q4 | $60K | Buy |
510
+1
| +0.2% | +$118 | 0.01% | 182 |
|
|
2021
Q3 | $52K | Sell |
509
-189
| -27% | -$19.3K | 0.01% | 190 |
|
|
2021
Q2 | $73K | Sell |
698
-79
| -10% | -$8.26K | 0.02% | 168 |
|
|
2021
Q1 | $81K | Sell |
777
-52
| -6% | -$5.42K | 0.02% | 153 |
|
|
2020
Q4 | $70K | Sell |
829
-86
| -9% | -$7.26K | 0.02% | 159 |
|
|
2020
Q3 | $66K | Hold |
915
| – | – | 0.02% | 165 |
|
|
2020
Q2 | $82K | Buy |
915
+157
| +21% | +$14.1K | 0.03% | 154 |
|
|
2020
Q1 | $55K | Sell |
758
-686
| -48% | -$49.8K | 0.02% | 173 |
|
|
2019
Q4 | $174K | Sell |
1,444
-587
| -29% | -$70.7K | 0.06% | 127 |
|
|
2019
Q3 | $241K | Sell |
2,031
-5,204
| -72% | -$618K | 0.07% | 122 |
|
|
2019
Q2 | $900K | Buy |
7,235
+252
| +4% | +$31.3K | 0.26% | 81 |
|
|
2019
Q1 | $860K | Buy |
6,983
+126
| +2% | +$15.5K | 0.26% | 83 |
|
|
2018
Q4 | $746K | Buy |
6,857
+48
| +0.7% | +$5.22K | 0.26% | 83 |
|
|
2018
Q3 | $833K | Sell |
6,809
-243
| -3% | -$29.7K | 0.26% | 81 |
|
|
2018
Q2 | $892K | Sell |
7,052
-2,900
| -29% | -$367K | 0.3% | 76 |
|
|
2018
Q1 | $1.14M | Sell |
9,952
-794
| -7% | -$90.6K | 0.25% | 94 |
|
|
2017
Q4 | $1.35M | Sell |
10,746
-362
| -3% | -$45.3K | 0.26% | 90 |
|
|
2017
Q3 | $1.31M | Buy |
11,108
+740
| +7% | +$86.9K | 0.28% | 86 |
|
|
2017
Q2 | $1.08M | Buy |
10,368
+5,738
| +124% | +$599K | 0.24% | 94 |
|
|
2017
Q1 | $497K | Sell |
4,630
-403
| -8% | -$43.3K | 0.12% | 125 |
|
|
2016
Q4 | $592K | Buy |
5,033
+950
| +23% | +$112K | 0.16% | 112 |
|
|
2016
Q3 | $420K | Sell |
4,083
-39
| -0.9% | -$4.01K | 0.12% | 123 |
|
|
2016
Q2 | $432K | Buy |
4,122
+778
| +23% | +$81.5K | 0.15% | 114 |
|
|
2016
Q1 | $319K | Sell |
3,344
-370
| -10% | -$35.3K | 0.16% | 104 |
|
|
2015
Q4 | $334K | Sell |
3,714
-953
| -20% | -$85.7K | 0.19% | 99 |
|
|
2015
Q3 | $369K | Sell |
4,667
-519
| -10% | -$41K | 0.22% | 91 |
|
|
2015
Q2 | $501K | Sell |
5,186
-195
| -4% | -$18.8K | 0.3% | 84 |
|
|
2015
Q1 | $566K | Sell |
5,381
-344
| -6% | -$36.2K | 0.34% | 80 |
|
|
2014
Q4 | $642K | Buy |
+5,725
| New | +$642K | 0.38% | 77 |
|