Heritage Wealth Management (Arizona)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $900K | Buy |
5,012
+2,616
| +109% | +$470K | 0.13% | 123 |
|
|
2022
Q3 | $344K | Buy |
2,396
+297
| +14% | +$42.6K | 0.11% | 132 |
|
|
2022
Q2 | $304K | Sell |
2,099
-177
| -8% | -$25.6K | 0.1% | 152 |
|
|
2022
Q1 | $371K | Buy |
+2,276
| New | +$371K | 0.1% | 160 |
|
|
2021
Q3 | $194K | Sell |
1,909
-24
| -1% | -$2.44K | 0.07% | 223 |
|
|
2021
Q2 | $202K | Sell |
1,933
-40
| -2% | -$4.18K | 0.08% | 220 |
|
|
2021
Q1 | $207K | Buy |
+1,973
| New | +$207K | 0.12% | 159 |
|