Karp Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,092
| Closed | -$341K | – | 143 |
|
|
2022
Q1 | $341K | Sell |
2,092
-1,024
| -33% | -$167K | 0.05% | 110 |
|
|
2021
Q4 | $366K | Buy |
3,116
+648
| +26% | +$76.1K | 0.05% | 116 |
|
|
2021
Q3 | $250K | Buy |
2,468
+365
| +17% | +$37K | 0.04% | 156 |
|
|
2021
Q2 | $220K | Hold |
2,103
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $220K | Buy |
+2,103
| New | +$220K | 0.04% | 130 |
|
|
2019
Q1 | – | Sell |
-135
| Closed | -$15K | – | 164 |
|
|
2018
Q4 | $15K | Sell |
135
-14,352
| -99% | -$1.59M | 0.01% | 239 |
|
|
2018
Q3 | $1.77M | Buy |
14,487
+2,642
| +22% | +$323K | 0.61% | 63 |
|
|
2018
Q2 | $1.5M | Buy |
+11,845
| New | +$1.5M | 0.59% | 62 |
|
|
2015
Q4 | – | Sell |
-2,087
| Closed | -$165K | – | 135 |
|
|
2015
Q3 | $165K | Buy |
2,087
+712
| +52% | +$56.3K | 0.11% | 98 |
|
|
2015
Q2 | $133K | Buy |
1,375
+5
| +0.4% | +$484 | 0.09% | 113 |
|
|
2015
Q1 | $144K | Buy |
1,370
+654
| +91% | +$68.7K | 0.1% | 114 |
|
|
2014
Q4 | $80K | Buy |
+716
| New | +$80K | 0.06% | 139 |
|