Industrial Alliance Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,370
| Closed | -$688K | – | 48 |
|
|
2023
Q2 | $688K | Sell |
4,370
-111,400
| -96% | -$17.5M | 0.36% | 16 |
|
|
2023
Q1 | $18.9M | Sell |
115,770
-37,265
| -24% | -$6.08M | 0.53% | 45 |
|
|
2022
Q4 | $27.5M | Buy |
153,035
+16,299
| +12% | +$2.93M | 0.76% | 29 |
|
|
2022
Q3 | $19.6M | Buy |
136,736
+19,095
| +16% | +$2.74M | 0.58% | 39 |
|
|
2022
Q2 | $17M | Sell |
117,641
-19,584
| -14% | -$2.84M | 0.49% | 53 |
|
|
2022
Q1 | $22.3M | Buy |
137,225
+18,383
| +15% | +$2.99M | 0.53% | 46 |
|
|
2021
Q4 | $13.9M | Buy |
+118,842
| New | +$13.9M | 0.32% | 70 |
|