Landmark Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $707K | Buy |
4,742
+30
| +0.6% | +$4.48K | 0.25% | 45 |
|
|
2023
Q3 | $795K | Sell |
4,712
-16
| -0.3% | -$2.7K | 0.32% | 42 |
|
|
2023
Q2 | $744K | Sell |
4,728
-69
| -1% | -$10.9K | 0.31% | 45 |
|
|
2023
Q1 | $783K | Buy |
4,797
+107
| +2% | +$17.5K | 0.34% | 42 |
|
|
2022
Q4 | $842K | Buy |
4,690
+103
| +2% | +$18.5K | 0.39% | 39 |
|
|
2022
Q3 | $659K | Buy |
4,587
+178
| +4% | +$25.6K | 0.35% | 42 |
|
|
2022
Q2 | $638K | Buy |
4,409
+196
| +5% | +$28.4K | 0.31% | 46 |
|
|
2022
Q1 | $664K | Sell |
4,213
-118
| -3% | -$18.6K | 0.32% | 46 |
|
|
2021
Q4 | $508K | Buy |
4,331
+550
| +15% | +$64.5K | 0.23% | 53 |
|
|
2021
Q3 | $396K | Hold |
3,781
| – | – | 0.21% | 52 |
|
|
2021
Q2 | $396K | Hold |
3,781
| – | – | 0.19% | 55 |
|
|
2021
Q1 | $396K | Sell |
3,781
-150
| -4% | -$15.7K | 0.21% | 52 |
|
|
2020
Q4 | $360K | Buy |
3,931
+375
| +11% | +$34.3K | 0.2% | 53 |
|
|
2020
Q3 | $259K | Sell |
3,556
-151
| -4% | -$11K | 0.16% | 57 |
|
|
2020
Q2 | $328K | Buy |
3,707
+318
| +9% | +$28.1K | 0.21% | 54 |
|
|
2020
Q1 | $287K | Buy |
3,389
+230
| +7% | +$19.5K | 0.2% | 53 |
|
|
2019
Q4 | $357K | Buy |
3,159
+265
| +9% | +$29.9K | 0.21% | 50 |
|
|
2019
Q3 | $343K | Hold |
2,894
| – | – | 0.21% | 44 |
|
|
2019
Q2 | $360K | Hold |
2,894
| – | – | 0.22% | 40 |
|
|
2019
Q1 | $356K | Hold |
2,894
| – | – | 0.23% | 42 |
|
|
2018
Q4 | $314K | Sell |
2,894
-248
| -8% | -$26.9K | 0.21% | 44 |
|
|
2018
Q3 | $384K | Buy |
3,142
+502
| +19% | +$61.4K | 0.23% | 43 |
|
|
2018
Q2 | $333K | Sell |
2,640
-4
| -0.2% | -$505 | 0.21% | 43 |
|
|
2018
Q1 | $302K | Sell |
2,644
-1
| -0% | -$114 | 0.19% | 47 |
|
|
2017
Q4 | $331K | Hold |
2,645
| – | – | 0.21% | 41 |
|
|
2017
Q3 | $311K | Hold |
2,645
| – | – | 0.21% | 41 |
|
|
2017
Q2 | $276K | Hold |
2,645
| – | – | 0.2% | 44 |
|
|
2017
Q1 | $284K | Hold |
2,645
| – | – | 0.21% | 42 |
|
|
2016
Q4 | $311K | Hold |
2,645
| – | – | 0.25% | 42 |
|
|
2016
Q3 | $272K | Sell |
2,645
-1
| -0% | -$103 | 0.23% | 42 |
|
|
2016
Q2 | $277K | Buy |
+2,646
| New | +$277K | 0.26% | 45 |
|
|
2015
Q3 | – | Sell |
-30,340
| Closed | -$2.93M | – | 48 |
|
|
2015
Q2 | $2.93M | Buy |
30,340
+1,075
| +4% | +$104K | 3.03% | 12 |
|
|
2015
Q1 | $3.07M | Buy |
29,265
+2,060
| +8% | +$216K | 3.23% | 12 |
|
|
2014
Q4 | $3.05M | Buy |
+27,205
| New | +$3.05M | 3.15% | 12 |
|