Kades & Cheifetz’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $245K | Sell |
1,689
-2,166
| -56% | -$314K | 0.13% | 91 |
|
|
2024
Q3 | $568K | Buy |
3,855
+73
| +2% | +$10.8K | 0.33% | 59 |
|
|
2024
Q2 | $592K | Sell |
3,782
-46
| -1% | -$7.2K | 0.37% | 55 |
|
|
2024
Q1 | $604K | Buy |
3,828
+118
| +3% | +$18.6K | 0.39% | 50 |
|
|
2023
Q4 | $553K | Sell |
3,710
-183
| -5% | -$27.3K | 0.39% | 51 |
|
|
2023
Q3 | $656K | Buy |
3,893
+47
| +1% | +$7.93K | 0.52% | 42 |
|
|
2023
Q2 | $605K | Sell |
3,846
-104
| -3% | -$16.4K | 0.46% | 44 |
|
|
2023
Q1 | $645K | Sell |
3,950
-82
| -2% | -$13.4K | 0.51% | 43 |
|
|
2022
Q4 | $724K | Buy |
+4,032
| New | +$724K | 0.6% | 36 |
|