Jay D. Rosenbaum’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,516
| Closed | -$375K | – | 36 |
|
|
2023
Q4 | $375K | Sell |
2,516
-2,644
| -51% | -$394K | 0.97% | 42 |
|
|
2023
Q3 | $870K | Buy |
5,160
+70
| +1% | +$11.8K | 1.46% | 33 |
|
|
2023
Q2 | $801K | Buy |
5,090
+605
| +13% | +$95.2K | 1.29% | 35 |
|
|
2023
Q1 | $732K | Buy |
4,485
+403
| +10% | +$65.8K | 1.35% | 33 |
|
|
2022
Q4 | $733K | Buy |
4,082
+2,377
| +139% | +$427K | 1.58% | 27 |
|
|
2022
Q3 | $245K | Buy |
+1,705
| New | +$245K | 0.56% | 49 |
|