Investors Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,930
| Closed | -$579K | – | 40 |
|
|
2021
Q4 | $579K | Buy |
4,930
+435
| +10% | +$51.1K | 0.27% | 97 |
|
|
2021
Q3 | $456K | Buy |
4,495
+4
| +0.1% | +$406 | 0.24% | 113 |
|
|
2021
Q2 | $470K | Buy |
4,491
+417
| +10% | +$43.6K | 0.25% | 108 |
|
|
2021
Q1 | $427K | Sell |
4,074
-129
| -3% | -$13.5K | 0.25% | 106 |
|
|
2020
Q4 | $355K | Buy |
4,203
+32
| +0.8% | +$2.7K | 0.23% | 113 |
|
|
2020
Q3 | $300K | Buy |
4,171
+1,622
| +64% | +$117K | 0.22% | 111 |
|
|
2020
Q2 | $227K | Buy |
+2,549
| New | +$227K | 0.19% | 127 |
|
|
2020
Q1 | – | Sell |
-4,187
| Closed | -$505K | – | 129 |
|
|
2019
Q4 | $505K | Buy |
+4,187
| New | +$505K | 0.41% | 68 |
|