Heritage Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,298
| Closed | -$203K | – | 69 |
|
|
2024
Q2 | $203K | Sell |
1,298
-85
| -6% | -$13.3K | 0.29% | 57 |
|
|
2024
Q1 | $206K | Hold |
1,383
| – | – | 0.42% | 42 |
|
|
2023
Q4 | $206K | Sell |
1,383
-108
| -7% | -$16.1K | 0.42% | 42 |
|
|
2023
Q3 | $251K | Sell |
1,491
-140
| -9% | -$23.6K | 0.54% | 30 |
|
|
2023
Q2 | $257K | Buy |
+1,631
| New | +$257K | 0.15% | 58 |
|
|
2023
Q1 | – | Sell |
-1,945
| Closed | -$353K | – | 36 |
|
|
2022
Q4 | $353K | Buy |
+1,945
| New | +$353K | 0.32% | 31 |
|