Gray 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
Q4 | $805K | Sell |
5,556
-233
| -4% | -$33.8K | 0.31% | 50 |
|
|
2024
Q3 | $853K | Buy |
5,789
+292
| +5% | +$43K | 0.34% | 48 |
|
|
2024
Q2 | $860K | Buy |
5,497
+39
| +0.7% | +$6.1K | 0.37% | 47 |
|
|
2024
Q1 | $861K | Sell |
5,458
-41
| -0.7% | -$6.47K | 0.38% | 47 |
|
|
2023
Q4 | $820K | Sell |
5,499
-631
| -10% | -$94.1K | 0.4% | 46 |
|
|
2023
Q3 | $1.03M | Buy |
6,130
+433
| +8% | +$73K | 0.53% | 38 |
|
|
2023
Q2 | $896K | Buy |
5,697
+162
| +3% | +$25.5K | 0.45% | 44 |
|
|
2023
Q1 | $903K | Buy |
5,535
+12
| +0.2% | +$1.96K | 0.49% | 43 |
|
|
2022
Q4 | $991K | Buy |
5,523
+116
| +2% | +$20.8K | 0.57% | 40 |
|
|
2022
Q3 | $777K | Buy |
5,407
+80
| +2% | +$11.5K | 0.5% | 42 |
|
|
2022
Q2 | $771K | Buy |
5,327
+43
| +0.8% | +$6.22K | 0.47% | 46 |
|
|
2022
Q1 | $860K | Sell |
5,284
-123
| -2% | -$20K | 0.44% | 42 |
|
|
2021
Q4 | $635K | Sell |
5,407
-167
| -3% | -$19.6K | 0.32% | 55 |
|
|
2021
Q3 | $565K | Buy |
5,574
+483
| +9% | +$49K | 0.32% | 53 |
|
|
2021
Q2 | $533K | Buy |
5,091
+207
| +4% | +$21.7K | 0.31% | 59 |
|
|
2021
Q1 | $512K | Buy |
4,884
+710
| +17% | +$74.4K | 0.32% | 57 |
|
|
2020
Q4 | $352K | Sell |
4,174
-1,426
| -25% | -$120K | 0.24% | 69 |
|
|
2020
Q3 | $404K | Sell |
5,600
-672
| -11% | -$48.5K | 0.32% | 56 |
|
|
2020
Q2 | $567K | Buy |
6,272
+358
| +6% | +$32.4K | 0.49% | 44 |
|
|
2020
Q1 | $430K | Buy |
+5,914
| New | +$430K | 0.47% | 46 |
|