Kenfarb & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $674K | Hold |
4,000
| – | – | 0.62% | 48 |
|
2023
Q2 | $629K | Hold |
4,000
| – | – | 0.55% | 54 |
|
2023
Q1 | $653K | Hold |
4,000
| – | – | 0.58% | 51 |
|
2022
Q4 | $718K | Hold |
4,000
| – | – | 0.64% | 45 |
|
2022
Q3 | $575K | Hold |
4,000
| – | – | 0.55% | 50 |
|
2022
Q2 | $651K | Hold |
4,000
| – | – | 0.52% | 54 |
|
2022
Q1 | $651K | Hold |
4,000
| – | – | 0.52% | 54 |
|
2021
Q4 | $469K | Buy |
+4,000
| New | +$469K | 0.34% | 67 |
|