KLR Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $718K | Buy |
4,435
+133
| +3% | +$21.5K | 0.52% | 45 |
|
|
2023
Q4 | $642K | Buy |
4,302
+119
| +3% | +$17.8K | 0.46% | 51 |
|
|
2023
Q3 | $682K | Sell |
4,183
-268
| -6% | -$43.7K | 0.62% | 41 |
|
|
2023
Q2 | $700K | Buy |
4,451
+94
| +2% | +$14.8K | 0.58% | 40 |
|
|
2023
Q1 | $711K | Sell |
4,357
-832
| -16% | -$136K | 0.62% | 40 |
|
|
2022
Q4 | $931K | Buy |
+5,189
| New | +$931K | 0.77% | 27 |
|