Horizon Investment Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,212
| Closed | -$204K | – | 113 |
|
|
2023
Q3 | $204K | Buy |
+1,212
| New | +$204K | 0.12% | 102 |
|
|
2023
Q1 | – | Sell |
-1,124
| Closed | -$202K | – | 113 |
|
|
2022
Q4 | $202K | Buy |
+1,124
| New | +$202K | 0.15% | 101 |
|
|
2019
Q4 | – | Sell |
-24,104
| Closed | -$2.86M | – | 102 |
|
|
2019
Q3 | $2.86M | Buy |
24,104
+284
| +1% | +$33.7K | 1.9% | 17 |
|
|
2019
Q2 | $2.96M | Buy |
23,820
+2,003
| +9% | +$249K | 2.01% | 20 |
|
|
2019
Q1 | $2.69M | Sell |
21,817
-544
| -2% | -$67K | 1.83% | 21 |
|
|
2018
Q4 | $2.43M | Buy |
22,361
+20,661
| +1,215% | +$2.25M | 1.92% | 20 |
|
|
2018
Q3 | $208K | Buy |
+1,700
| New | +$208K | 0.11% | 94 |
|
|
2013
Q3 | – | Sell |
-20,867
| Closed | -$2.47M | – | 110 |
|
|
2013
Q2 | $2.47M | Buy |
+20,867
| New | +$2.47M | 1.96% | 22 |
|