Granite Bay Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,048
| Closed | -$3.79M | – | 73 |
|
|
2024
Q1 | $3.79M | Sell |
24,048
-84,644
| -78% | -$13.4M | 2.16% | 17 |
|
|
2023
Q4 | $16.4M | Buy |
108,692
+20,569
| +23% | +$3.11M | 0.15% | 63 |
|
|
2023
Q3 | $14.3M | Buy |
+88,123
| New | +$14.3M | 0.14% | 69 |
|
|
2023
Q2 | – | Sell |
-1,346
| Closed | -$220K | – | 48 |
|
|
2023
Q1 | $220K | Sell |
1,346
-13
| -1% | -$2.13K | 0.15% | 72 |
|
|
2022
Q4 | $244K | Buy |
+1,359
| New | +$244K | 0.16% | 57 |
|