FirstPurpose Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $655K | Buy |
4,024
+953
| +31% | +$155K | 0.24% | 74 |
|
|
2023
Q4 | $458K | Buy |
3,071
+41
| +1% | +$6.12K | 0.17% | 98 |
|
|
2023
Q3 | $511K | Buy |
3,030
+1
| +0% | +$169 | 0.22% | 81 |
|
|
2023
Q2 | $477K | Buy |
3,029
+315
| +12% | +$49.6K | 0.2% | 85 |
|
|
2023
Q1 | $443K | Sell |
2,714
-252
| -8% | -$41.1K | 0.22% | 86 |
|
|
2022
Q4 | $532K | Buy |
2,966
+214
| +8% | +$38.4K | 0.3% | 63 |
|
|
2022
Q3 | $395K | Buy |
2,752
+121
| +5% | +$17.4K | 0.26% | 72 |
|
|
2022
Q2 | $381K | Sell |
2,631
-5
| -0.2% | -$724 | 0.26% | 71 |
|
|
2022
Q1 | $429K | Buy |
2,636
+814
| +45% | +$132K | 0.33% | 62 |
|
|
2021
Q4 | $214K | Buy |
+1,822
| New | +$214K | 0.13% | 130 |
|