Ford Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,430
| Closed | -$1.69M | – | 24 |
|
|
2022
Q4 | $1.69M | Buy |
9,430
+243
| +3% | +$43.6K | 0.67% | 31 |
|
|
2022
Q3 | $1.32M | Sell |
9,187
-217
| -2% | -$31.2K | 0.55% | 34 |
|
|
2022
Q2 | $1.36M | Sell |
9,404
-36
| -0.4% | -$5.21K | 0.55% | 40 |
|
|
2022
Q1 | $1.54M | Sell |
9,440
-653
| -6% | -$106K | 0.59% | 35 |
|
|
2021
Q4 | $1.18K | Sell |
10,093
-177
| -2% | -$21 | 0.24% | 38 |
|
|
2021
Q3 | $1.04M | Sell |
10,270
-468
| -4% | -$47.4K | 0.4% | 38 |
|
|
2021
Q2 | $1.12M | Sell |
10,738
-282
| -3% | -$29.5K | 0.42% | 36 |
|
|
2021
Q1 | $1.15M | Buy |
11,020
+141
| +1% | +$14.8K | 0.5% | 36 |
|
|
2020
Q4 | $918K | Sell |
10,879
-2,871
| -21% | -$242K | 0.43% | 37 |
|
|
2020
Q3 | $990K | Sell |
13,750
-498
| -3% | -$35.9K | 0.54% | 32 |
|
|
2020
Q2 | $1.27M | Sell |
14,248
-40
| -0.3% | -$3.57K | 0.71% | 27 |
|
|
2020
Q1 | $1.04M | Buy |
14,288
+2,854
| +25% | +$207K | 0.69% | 26 |
|
|
2019
Q4 | $1.38M | Buy |
11,434
+369
| +3% | +$44.5K | 0.79% | 21 |
|
|
2019
Q3 | $1.31M | Buy |
11,065
+249
| +2% | +$29.5K | 0.84% | 20 |
|
|
2019
Q2 | $1.35M | Buy |
10,816
+225
| +2% | +$28K | 0.91% | 20 |
|
|
2019
Q1 | $1.3M | Sell |
10,591
-836
| -7% | -$103K | 0.94% | 22 |
|
|
2018
Q4 | $1.24M | Buy |
11,427
+9,777
| +593% | +$1.06M | 0.94% | 21 |
|
|
2018
Q3 | $205K | Sell |
1,650
-345
| -17% | -$42.9K | 0.15% | 33 |
|
|
2018
Q2 | $247K | Hold |
1,995
| – | – | 0.18% | 32 |
|
|
2018
Q1 | $227K | Sell |
1,995
-11
| -0.5% | -$1.25K | 0.18% | 37 |
|
|
2017
Q4 | $257K | Buy |
+2,006
| New | +$257K | 0.19% | 32 |
|