Halpern Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.06K | Hold |
60
| – | – | ﹤0.01% | 166 |
|
|
2024
Q2 | $9.39K | Sell |
60
-71
| -54% | -$11.1K | ﹤0.01% | 157 |
|
|
2024
Q1 | $21K | Hold |
131
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $20K | Sell |
131
-9
| -6% | -$1.37K | 0.01% | 143 |
|
|
2023
Q3 | $23.6K | Hold |
140
| – | – | 0.01% | 116 |
|
|
2023
Q2 | $22K | Sell |
140
-20
| -13% | -$3.15K | 0.01% | 112 |
|
|
2023
Q1 | $26.1K | Hold |
160
| – | – | 0.01% | 102 |
|
|
2022
Q4 | $28.7K | Sell |
160
-37
| -19% | -$6.64K | 0.01% | 100 |
|
|
2022
Q3 | $28.3K | Buy |
197
+40
| +25% | +$5.75K | 0.01% | 97 |
|
|
2022
Q2 | $22.7K | Buy |
157
+57
| +57% | +$8.25K | 0.01% | 118 |
|
|
2022
Q1 | $16.3K | Hold |
100
| – | – | 0.01% | 149 |
|
|
2021
Q4 | $11.7K | Hold |
100
| – | – | 0.01% | 176 |
|
|
2021
Q3 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 180 |
|
|
2021
Q2 | $10.5K | Hold |
100
| – | – | ﹤0.01% | 146 |
|
|
2021
Q1 | $10.5K | Buy |
+100
| New | +$10.5K | 0.01% | 137 |
|