GYL Financial Synergies’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.3M | Sell |
83,186
-128
| -0.2% | -$18.9K | 0.92% | 26 |
|
|
2024
Q2 | $13M | Buy |
83,314
+2,465
| +3% | +$386K | 1.01% | 22 |
|
|
2024
Q1 | $12.8M | Buy |
80,849
+1,089
| +1% | +$172K | 1% | 23 |
|
|
2023
Q4 | $11.9M | Sell |
79,760
-591
| -0.7% | -$88.2K | 0.98% | 21 |
|
|
2023
Q3 | $13.5M | Sell |
80,351
-3,537
| -4% | -$596K | 1.32% | 13 |
|
|
2023
Q2 | $13.2M | Buy |
83,888
+2,721
| +3% | +$428K | 1.2% | 18 |
|
|
2023
Q1 | $13.2M | Buy |
81,167
+73,911
| +1,019% | +$12.1M | 1.59% | 12 |
|
|
2022
Q4 | $1.3M | Buy |
7,256
+1,355
| +23% | +$243K | 0.28% | 55 |
|
|
2022
Q3 | $848K | Sell |
5,901
-307
| -5% | -$44.1K | 0.23% | 62 |
|
|
2022
Q2 | $899K | Buy |
6,208
+55
| +0.9% | +$7.97K | 0.25% | 58 |
|
|
2022
Q1 | $1M | Buy |
6,153
+166
| +3% | +$27K | 0.24% | 57 |
|
|
2021
Q4 | $703K | Buy |
5,987
+186
| +3% | +$21.8K | 0.19% | 90 |
|
|
2021
Q3 | $589K | Sell |
5,801
-127
| -2% | -$12.9K | 0.3% | 83 |
|
|
2021
Q2 | $621K | Sell |
5,928
-3
| -0.1% | -$314 | 0.32% | 73 |
|
|
2021
Q1 | $622K | Sell |
5,931
-391
| -6% | -$41K | 0.34% | 71 |
|
|
2020
Q4 | $534K | Buy |
6,322
+218
| +4% | +$18.4K | 0.31% | 81 |
|
|
2020
Q3 | $439K | Buy |
6,104
+508
| +9% | +$36.5K | 0.29% | 95 |
|
|
2020
Q2 | $499K | Sell |
5,596
-2,873
| -34% | -$256K | 0.36% | 67 |
|
|
2020
Q1 | $614K | Sell |
8,469
-1,032
| -11% | -$74.8K | 0.39% | 49 |
|
|
2019
Q4 | $1.15M | Sell |
9,501
-484
| -5% | -$58.3K | 0.51% | 39 |
|
|
2019
Q3 | $1.18M | Buy |
9,985
+1,032
| +12% | +$122K | 0.59% | 34 |
|
|
2019
Q2 | $1.11M | Buy |
8,953
+326
| +4% | +$40.6K | 0.59% | 33 |
|
|
2019
Q1 | $1.06M | Sell |
8,627
-35
| -0.4% | -$4.31K | 0.6% | 33 |
|
|
2018
Q4 | $942K | Buy |
+8,662
| New | +$942K | 0.68% | 30 |
|