Great Lakes Retirement’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,857
| Closed | -$1.14M | – | 209 |
|
|
2024
Q4 | $1.14M | Sell |
7,857
-396
| -5% | -$57.4K | 0.15% | 139 |
|
|
2024
Q3 | $1.22M | Sell |
8,253
-377
| -4% | -$55.5K | 0.16% | 135 |
|
|
2024
Q2 | $1.35M | Buy |
8,630
+237
| +3% | +$37.1K | 0.19% | 112 |
|
|
2024
Q1 | $1.32M | Buy |
8,393
+35
| +0.4% | +$5.52K | 0.2% | 109 |
|
|
2023
Q4 | $1.25M | Buy |
8,358
+84
| +1% | +$12.5K | 0.21% | 108 |
|
|
2023
Q3 | $1.4M | Buy |
8,274
+485
| +6% | +$81.8K | 0.25% | 81 |
|
|
2023
Q2 | $1.23M | Buy |
7,789
+73
| +0.9% | +$11.5K | 0.22% | 96 |
|
|
2023
Q1 | $1.26M | Buy |
+7,716
| New | +$1.26M | 0.24% | 87 |
|
|
2020
Q1 | – | Sell |
-6,638
| Closed | -$813K | – | 148 |
|
|
2019
Q4 | $813K | Buy |
+6,638
| New | +$813K | 0.25% | 81 |
|