Fortis 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 |
-542
| Closed | -$88.4K | – | 127 |
|
|
2023
Q1 | $88.4K | Hold |
542
| – | – | 0.06% | 134 |
|
|
2022
Q4 | $97.3K | Buy |
542
+537
| +10,740% | +$96.4K | 0.07% | 115 |
|
|
2022
Q3 | $1K | Sell |
5
-41
| -89% | -$8.2K | ﹤0.01% | 233 |
|
|
2022
Q2 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 229 |
|
|
2019
Q1 | – | Sell |
-76
| Closed | -$8K | – | 318 |
|
|
2018
Q4 | $8K | Hold |
76
| – | – | ﹤0.01% | 274 |
|
|
2018
Q3 | $9K | Buy |
76
+1
| +1% | +$118 | 0.01% | 269 |
|
|
2018
Q2 | $9K | Buy |
75
+1
| +1% | +$120 | 0.01% | 273 |
|
|
2018
Q1 | $8K | Sell |
74
-143
| -66% | -$15.5K | ﹤0.01% | 257 |
|
|
2017
Q4 | $27K | Buy |
217
+2
| +0.9% | +$249 | 0.02% | 199 |
|
|
2017
Q3 | $25K | Buy |
+215
| New | +$25K | 0.02% | 192 |
|