GA
Geller Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $324K | Hold |
2,238
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $330K | Sell |
2,238
-400
| -15% | -$58.9K | 0.02% | 189 |
|
|
2024
Q2 | $413K | Sell |
2,638
-148
| -5% | -$23.2K | 0.03% | 163 |
|
|
2024
Q1 | $439K | Sell |
2,786
-257
| -8% | -$40.5K | 0.04% | 165 |
|
|
2023
Q4 | $454K | Buy |
3,043
+880
| +41% | +$131K | 0.04% | 141 |
|
|
2023
Q3 | $365K | Buy |
2,163
+50
| +2% | +$8.43K | 0.04% | 158 |
|
|
2023
Q2 | $332K | Sell |
2,113
-69
| -3% | -$10.9K | 0.04% | 169 |
|
|
2023
Q1 | $356K | Buy |
2,182
+845
| +63% | +$138K | 0.05% | 100 |
|
|
2022
Q4 | $240K | Sell |
1,337
-273
| -17% | -$49K | 0.04% | 127 |
|
|
2022
Q3 | $231K | Sell |
1,610
-367
| -19% | -$52.7K | 0.05% | 108 |
|
|
2022
Q2 | $286K | Buy |
1,977
+48
| +2% | +$6.94K | 0.06% | 92 |
|
|
2022
Q1 | $314K | Buy |
1,929
+140
| +8% | +$22.8K | 0.06% | 102 |
|
|
2021
Q4 | $210K | Buy |
+1,789
| New | +$210K | 0.04% | 172 |
|