Insight Folios’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.96M | Buy |
47,287
+3,226
| +7% | +$475K | 2.49% | 20 |
|
|
2024
Q2 | $6.89M | Buy |
44,061
+667
| +2% | +$104K | 2.83% | 12 |
|
|
2024
Q1 | $6.84M | Buy |
43,394
+347
| +0.8% | +$54.7K | 2.77% | 9 |
|
|
2023
Q4 | $6.42M | Buy |
43,047
+2,655
| +7% | +$396K | 2.78% | 15 |
|
|
2023
Q3 | $6.81M | Sell |
40,392
-5,191
| -11% | -$875K | 3.33% | 7 |
|
|
2023
Q2 | $7.17M | Buy |
45,583
+1,729
| +4% | +$272K | 3.01% | 8 |
|
|
2023
Q1 | $7.16M | Buy |
43,854
+489
| +1% | +$79.8K | 3.17% | 8 |
|
|
2022
Q4 | $7.78M | Sell |
43,365
-10,229
| -19% | -$1.84M | 3.52% | 4 |
|
|
2022
Q3 | $7.7M | Buy |
53,594
+607
| +1% | +$87.2K | 3.92% | 3 |
|
|
2022
Q2 | $7.68M | Buy |
52,987
+1,377
| +3% | +$200K | 3.65% | 3 |
|
|
2022
Q1 | $8.4M | Buy |
51,610
+88
| +0.2% | +$14.3K | 3.74% | 3 |
|
|
2021
Q4 | $6.05M | Buy |
51,522
+590
| +1% | +$69.2K | 2.83% | 5 |
|
|
2021
Q3 | $5.17M | Buy |
50,932
+8,384
| +20% | +$851K | 2.84% | 10 |
|
|
2021
Q2 | $4.46M | Buy |
42,548
+2,698
| +7% | +$283K | 2.62% | 19 |
|
|
2021
Q1 | $4.18M | Buy |
39,850
+1,208
| +3% | +$127K | 2.86% | 17 |
|
|
2020
Q4 | $3.26M | Buy |
38,642
+3,800
| +11% | +$321K | 2.42% | 30 |
|
|
2020
Q3 | $2.51M | Buy |
34,842
+2,280
| +7% | +$164K | 2.32% | 27 |
|
|
2020
Q2 | $2.91M | Buy |
32,562
+1,405
| +5% | +$125K | 2.79% | 27 |
|
|
2020
Q1 | $2.26M | Buy |
31,157
+5,530
| +22% | +$401K | 2.58% | 22 |
|
|
2019
Q4 | $3.09M | Buy |
+25,627
| New | +$3.09M | 2.74% | 27 |
|