Leo Brokerage’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $1.22M | Sell |
7,765
-925
| -11% | -$146K | 0.14% | 111 |
|
2023
Q1 | $1.42M | Buy |
+8,690
| New | +$1.42M | 0.21% | 90 |
|
2022
Q2 | $1.05M | Sell |
7,261
-1,082
| -13% | -$157K | 0.28% | 60 |
|
2022
Q1 | $1.36M | Buy |
+8,343
| New | +$1.36M | 0.22% | 73 |
|
2021
Q3 | $469K | Sell |
4,619
-538
| -10% | -$54.6K | 0.09% | 112 |
|
2021
Q2 | $540K | Buy |
5,157
+438
| +9% | +$45.9K | 0.11% | 99 |
|
2021
Q1 | $495K | Buy |
4,719
+484
| +11% | +$50.8K | 0.14% | 95 |
|
2020
Q4 | $358K | Buy |
4,235
+459
| +12% | +$38.8K | 0.12% | 117 |
|
2020
Q3 | $337K | Buy |
+3,776
| New | +$337K | 0.14% | 89 |
|