Johnson Midwest Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $149K | Buy |
884
+50
| +6% | +$8.43K | 0.33% | 40 |
|
|
2023
Q2 | $131K | Buy |
834
+29
| +4% | +$4.56K | 0.12% | 44 |
|
|
2023
Q1 | $131K | Sell |
805
-2
| -0.2% | -$326 | 0.19% | 40 |
|
|
2022
Q4 | $145K | Buy |
807
+21
| +3% | +$3.77K | 0.53% | 36 |
|
|
2022
Q3 | $113 | Buy |
786
+2
| +0.3% | – | 0.43% | 42 |
|
|
2022
Q2 | $114K | Buy |
784
+235
| +43% | +$34.2K | 0.15% | 50 |
|
|
2022
Q1 | $89K | Buy |
549
+2
| +0.4% | +$324 | 0.13% | 56 |
|
|
2021
Q4 | $64K | Buy |
547
+3
| +0.6% | +$351 | 0.05% | 79 |
|
|
2021
Q3 | $55K | Buy |
544
+3
| +0.6% | +$303 | 0.05% | 90 |
|
|
2021
Q2 | $57K | Buy |
541
+3
| +0.6% | +$316 | 0.06% | 88 |
|
|
2021
Q1 | $56K | Buy |
538
+214
| +66% | +$22.3K | 0.06% | 84 |
|
|
2020
Q4 | $27K | Buy |
+324
| New | +$27K | 0.03% | 115 |
|