FOCUS Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,796
| Closed | -$1.6M | – | 60 |
|
|
2023
Q1 | $1.6M | Buy |
9,796
+502
| +5% | +$81.9K | 1.05% | 27 |
|
|
2022
Q4 | $1.67M | Sell |
9,294
-34
| -0.4% | -$6.1K | 1.15% | 22 |
|
|
2022
Q3 | $1.34M | Sell |
9,328
-96
| -1% | -$13.8K | 0.95% | 31 |
|
|
2022
Q2 | $1.36M | Buy |
+9,424
| New | +$1.36M | 0.93% | 28 |
|