Granite FO LLC’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 |
-400
| Closed | -$58.4K | – | 92 |
|
2024
Q1 | $58.4K | Sell |
400
-500
| -56% | -$73K | 0.03% | 92 |
|
2023
Q4 | $134K | Hold |
900
| – | – | 0.09% | 65 |
|
2023
Q3 | $152K | Hold |
900
| – | – | 0.11% | 56 |
|
2023
Q2 | $142K | Sell |
900
-1,700
| -65% | -$267K | 0.1% | 62 |
|
2023
Q1 | $438K | Buy |
+2,600
| New | +$438K | 0.27% | 45 |
|