ICA Group Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $600K | Sell |
3,835
-13,448
| -78% | -$2.1M | 0.36% | 44 |
|
|
2024
Q1 | $2.73M | Buy |
17,283
+1,734
| +11% | +$274K | 0.55% | 39 |
|
|
2023
Q4 | $2.32M | Buy |
15,549
+493
| +3% | +$73.5K | 0.52% | 38 |
|
|
2023
Q3 | $2.54M | Buy |
15,056
+307
| +2% | +$51.8K | 0.71% | 32 |
|
|
2023
Q2 | $2.32M | Sell |
14,749
-11,325
| -43% | -$1.78M | 0.58% | 37 |
|
|
2023
Q1 | $4.25M | Sell |
26,074
-1
| -0% | -$163 | 1.01% | 20 |
|
|
2022
Q4 | $4.68M | Sell |
26,075
-11,683
| -31% | -$2.1M | 1.1% | 19 |
|
|
2022
Q3 | $5.43M | Buy |
37,758
+756
| +2% | +$109K | 1.15% | 16 |
|
|
2022
Q2 | $5.84M | Sell |
37,002
-144
| -0.4% | -$22.7K | 1.09% | 15 |
|
|
2022
Q1 | $6.57M | Buy |
+37,146
| New | +$6.57M | 1.25% | 13 |
|