Lehman & Derafelo Financial Resources’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $889K | Sell |
4,953
-250
| -5% | -$44.9K | 0.26% | 48 |
|
|
2022
Q3 | $748K | Buy |
5,203
+201
| +4% | +$28.9K | 0.24% | 47 |
|
|
2022
Q2 | $724K | Sell |
5,002
-312
| -6% | -$45.2K | 0.22% | 48 |
|
|
2022
Q1 | $865K | Buy |
5,314
+14
| +0.3% | +$2.28K | 0.24% | 48 |
|
|
2021
Q4 | $622K | Buy |
5,300
+539
| +11% | +$63.3K | 0.19% | 54 |
|
|
2021
Q3 | $483K | Buy |
4,761
+300
| +7% | +$30.4K | 0.16% | 60 |
|
|
2021
Q2 | $467K | Sell |
4,461
-275
| -6% | -$28.8K | 0.13% | 69 |
|
|
2021
Q1 | $496K | Sell |
4,736
-27,905
| -85% | -$2.92M | 0.14% | 66 |
|
|
2020
Q4 | $2.76M | Sell |
32,641
-6,978
| -18% | -$589K | 0.82% | 20 |
|
|
2020
Q3 | $2.85M | Buy |
39,619
+1,093
| +3% | +$78.7K | 0.91% | 17 |
|
|
2020
Q2 | $3.44M | Sell |
38,526
-2,314
| -6% | -$206K | 1.2% | 14 |
|
|
2020
Q1 | $2.96M | Buy |
40,840
+4,347
| +12% | +$315K | 1.23% | 16 |
|
|
2019
Q4 | $4.4M | Buy |
36,493
+499
| +1% | +$60.1K | 1.58% | 14 |
|
|
2019
Q3 | $4.27M | Buy |
35,994
+56
| +0.2% | +$6.64K | 1.63% | 14 |
|
|
2019
Q2 | $4.44M | Buy |
35,938
+1,166
| +3% | +$144K | 1.81% | 11 |
|
|
2019
Q1 | $4.28M | Buy |
34,772
+101
| +0.3% | +$12.4K | 1.85% | 11 |
|
|
2018
Q4 | $3.77M | Buy |
+34,671
| New | +$3.77M | 1.88% | 10 |
|