Kowal Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.33M | Sell |
9,019
-2,231
| -20% | -$329K | 0.24% | 63 |
|
|
2024
Q2 | $1.76M | Buy |
11,250
+309
| +3% | +$48.3K | 0.35% | 42 |
|
|
2024
Q1 | $1.73M | Buy |
10,941
+3,413
| +45% | +$538K | 0.37% | 38 |
|
|
2023
Q4 | $1.12M | Sell |
7,528
-1,038
| -12% | -$155K | 0.26% | 52 |
|
|
2023
Q3 | $1.44M | Buy |
8,566
+225
| +3% | +$37.9K | 0.39% | 32 |
|
|
2023
Q2 | $1.31M | Sell |
8,341
-1,055
| -11% | -$166K | 0.35% | 39 |
|
|
2023
Q1 | $1.53M | Buy |
9,396
+483
| +5% | +$78.8K | 0.43% | 31 |
|
|
2022
Q4 | $1.6M | Buy |
8,913
+369
| +4% | +$66.2K | 0.48% | 30 |
|
|
2022
Q3 | $1.23M | Buy |
8,544
+996
| +13% | +$143K | 0.42% | 29 |
|
|
2022
Q2 | $1.09M | Buy |
7,548
+1,328
| +21% | +$192K | 0.36% | 30 |
|
|
2022
Q1 | $1.01M | Buy |
6,220
+857
| +16% | +$140K | 0.31% | 31 |
|
|
2021
Q4 | $629K | Buy |
5,363
+563
| +12% | +$66K | 0.19% | 43 |
|
|
2021
Q3 | $487K | Buy |
4,800
+462
| +11% | +$46.9K | 0.15% | 50 |
|
|
2021
Q2 | $454K | Sell |
4,338
-4,779
| -52% | -$500K | 0.16% | 55 |
|
|
2021
Q1 | $955K | Buy |
9,117
+83
| +0.9% | +$8.69K | 0.39% | 25 |
|
|
2020
Q4 | $843K | Buy |
+9,034
| New | +$843K | 0.39% | 24 |
|