Kanen Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,000
| Closed | -$1.56M | – | 22 |
|
|
2024
Q2 | $1.56M | Buy |
+10,000
| New | +$1.56M | 0.97% | 14 |
|
|
2022
Q1 | – | Sell |
-53,479
| Closed | -$6.28M | – | 23 |
|
|
2021
Q4 | $6.28M | Buy |
53,479
+8,998
| +20% | +$1.06M | 2.17% | 12 |
|
|
2021
Q3 | $4.51M | Sell |
44,481
-14,902
| -25% | -$1.51M | 1.62% | 14 |
|
|
2021
Q2 | $6.22M | Buy |
+59,383
| New | +$6.22M | 1.42% | 15 |
|