Goodman Financial’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 |
-1,200
| Closed | -$215K | – | 53 |
|
|
2022
Q4 | $215K | Buy |
+1,200
| New | +$215K | 0.07% | 44 |
|
|
2022
Q2 | – | Sell |
-1,479
| Closed | -$241K | – | 51 |
|
|
2022
Q1 | $241K | Sell |
1,479
-81,629
| -98% | -$13.3M | 0.07% | 49 |
|
|
2021
Q4 | $9.75M | Buy |
83,108
+1,173
| +1% | +$138K | 2.56% | 15 |
|
|
2021
Q3 | $8.31M | Buy |
81,935
+4,180
| +5% | +$424K | 2.27% | 26 |
|
|
2021
Q2 | $8.14M | Buy |
77,755
+5,669
| +8% | +$594K | 2.49% | 23 |
|
|
2021
Q1 | $7.55M | Buy |
72,086
+2,189
| +3% | +$229K | 2.41% | 22 |
|
|
2020
Q4 | $5.9M | Buy |
69,897
+4,224
| +6% | +$357K | 2.05% | 24 |
|
|
2020
Q3 | $4.73M | Buy |
65,673
+2,090
| +3% | +$150K | 2.2% | 23 |
|
|
2020
Q2 | $5.67M | Buy |
63,583
+11,399
| +22% | +$1.02M | 2.84% | 19 |
|
|
2020
Q1 | $3.78M | Buy |
52,184
+1,439
| +3% | +$104K | 2.31% | 21 |
|
|
2019
Q4 | $6.12M | Buy |
50,745
+831
| +2% | +$100K | 2.68% | 25 |
|
|
2019
Q3 | $5.92M | Sell |
49,914
-170
| -0.3% | -$20.2K | 2.97% | 18 |
|
|
2019
Q2 | $6.23M | Buy |
50,084
+599
| +1% | +$74.5K | 3.12% | 18 |
|
|
2019
Q1 | $6.1M | Buy |
49,485
+324
| +0.7% | +$39.9K | 3.1% | 18 |
|
|
2018
Q4 | $5.35M | Buy |
49,161
+180
| +0.4% | +$19.6K | 2.89% | 22 |
|
|
2018
Q3 | $5.99M | Buy |
48,981
+115
| +0.2% | +$14.1K | 2.91% | 23 |
|
|
2018
Q2 | $6.18M | Buy |
48,866
+952
| +2% | +$120K | 2.78% | 21 |
|
|
2018
Q1 | $5.46M | Buy |
47,914
+3,387
| +8% | +$386K | 2.57% | 21 |
|
|
2017
Q4 | $5.57M | Buy |
44,527
+483
| +1% | +$60.5K | 2.52% | 21 |
|
|
2017
Q3 | $5.18M | Buy |
+44,044
| New | +$5.18M | 2.53% | 20 |
|