KCS Wealth Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,513
| Closed | -$412K | – | 163 |
|
|
2021
Q4 | $412K | Buy |
+3,513
| New | +$412K | 0.17% | 120 |
|
|
2021
Q1 | – | Sell |
-2,815
| Closed | -$238K | – | 151 |
|
|
2020
Q4 | $238K | Buy |
+2,815
| New | +$238K | 0.16% | 131 |
|
|
2020
Q1 | – | Sell |
-1,805
| Closed | -$218K | – | 142 |
|
|
2019
Q4 | $218K | Buy |
1,805
+1
| +0.1% | +$121 | 0.16% | 142 |
|
|
2019
Q3 | $214K | Sell |
1,804
-50
| -3% | -$5.93K | 0.15% | 140 |
|
|
2019
Q2 | $231K | Buy |
1,854
+43
| +2% | +$5.36K | 0.18% | 140 |
|
|
2019
Q1 | $223K | Buy |
+1,811
| New | +$223K | 0.19% | 137 |
|
|
2018
Q1 | – | Sell |
-2,021
| Closed | -$253K | – | 169 |
|
|
2017
Q4 | $253K | Buy |
+2,021
| New | +$253K | 0.24% | 138 |
|