IPG Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,590
| Closed | -$5.3M | – | 183 |
|
|
2024
Q1 | $5.3M | Buy |
33,590
+24,460
| +268% | +$3.86M | 1.16% | 27 |
|
|
2023
Q4 | $1.36M | Buy |
+9,130
| New | +$1.36M | 0.27% | 59 |
|
|
2019
Q3 | – | Sell |
-1,618
| Closed | -$201K | – | 136 |
|
|
2019
Q2 | $201K | Buy |
+1,618
| New | +$201K | 0.07% | 133 |
|
|
2018
Q4 | – | Sell |
-2,086
| Closed | -$255K | – | 152 |
|
|
2018
Q3 | $255K | Buy |
+2,086
| New | +$255K | 0.08% | 140 |
|
|
2018
Q2 | – | Sell |
-1,884
| Closed | -$215K | – | 163 |
|
|
2018
Q1 | $215K | Buy |
+1,884
| New | +$215K | 0.07% | 135 |
|