Kolinsky 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
Q4 | $699K | Hold |
4,828
| – | – | 0.43% | 42 |
|
|
2024
Q3 | $711K | Sell |
4,828
-9
| -0.2% | -$1.33K | 0.46% | 39 |
|
|
2024
Q2 | $757K | Buy |
4,837
+440
| +10% | +$68.8K | 0.54% | 34 |
|
|
2024
Q1 | $694K | Buy |
4,397
+251
| +6% | +$39.6K | 0.53% | 36 |
|
|
2023
Q4 | $618K | Sell |
4,146
-302
| -7% | -$45K | 0.54% | 36 |
|
|
2023
Q3 | $750K | Sell |
4,448
-4
| -0.1% | -$674 | 0.74% | 24 |
|
|
2023
Q2 | $696K | Buy |
4,452
+403
| +10% | +$63K | 0.66% | 23 |
|
|
2023
Q1 | $661K | Buy |
4,049
+2
| +0% | +$327 | 0.7% | 23 |
|
|
2022
Q4 | $726K | Sell |
4,047
-23
| -0.6% | -$4.13K | 0.83% | 20 |
|
|
2022
Q3 | $585K | Sell |
4,070
-33
| -0.8% | -$4.74K | 0.73% | 21 |
|
|
2022
Q2 | $594K | Buy |
4,103
+53
| +1% | +$7.67K | 0.7% | 23 |
|
|
2022
Q1 | $659K | Buy |
4,050
+689
| +20% | +$112K | 0.65% | 23 |
|
|
2021
Q4 | $394K | Buy |
+3,361
| New | +$394K | 0.36% | 57 |
|