Householder Group Estate & Retirement Specialist’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $81K | Sell |
563
-4,098
| -88% | -$590K | 0.06% | 171 |
|
|
2024
Q3 | $686K | Buy |
4,661
+128
| +3% | +$18.8K | 0.2% | 103 |
|
|
2024
Q2 | $709K | Buy |
4,533
+2,139
| +89% | +$335K | 0.2% | 106 |
|
|
2024
Q1 | $378K | Sell |
2,394
-101
| -4% | -$15.9K | 0.11% | 162 |
|
|
2023
Q4 | $372K | Buy |
2,495
+148
| +6% | +$22.1K | 0.12% | 155 |
|
|
2023
Q3 | $396K | Buy |
+2,347
| New | +$396K | 0.14% | 135 |
|
|
2023
Q1 | $686K | Buy |
+4,203
| New | +$686K | 0.26% | 86 |
|
|
2022
Q4 | – | Sell |
-5,000
| Closed | -$718K | – | 478 |
|
|
2022
Q3 | $718K | Buy |
5,000
+389
| +8% | +$55.9K | 0.3% | 74 |
|
|
2022
Q2 | $668K | Buy |
4,611
+300
| +7% | +$43.5K | 0.3% | 79 |
|
|
2022
Q1 | $702K | Buy |
4,311
+1,179
| +38% | +$192K | 0.28% | 95 |
|
|
2021
Q4 | $368K | Buy |
+3,132
| New | +$368K | 0.14% | 147 |
|