Leverty Financial 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 | – | Sell |
-1,555
| Closed | -$243K | – | 37 |
|
|
2024
Q2 | $243K | Hold |
1,555
| – | – | 0.14% | 25 |
|
|
2024
Q1 | $245K | Sell |
1,555
-28
| -2% | -$4.42K | 0.15% | 27 |
|
|
2023
Q4 | $236K | Sell |
1,583
-1
| -0.1% | -$149 | 0.15% | 28 |
|
|
2023
Q3 | $267K | Hold |
1,584
| – | – | 0.19% | 20 |
|
|
2023
Q2 | $249K | Buy |
1,584
+29
| +2% | +$4.56K | 0.18% | 23 |
|
|
2023
Q1 | $254K | Hold |
1,555
| – | – | 0.2% | 24 |
|
|
2022
Q4 | $279K | Sell |
1,555
-122
| -7% | -$21.9K | 0.24% | 21 |
|
|
2022
Q3 | $241K | Hold |
1,677
| – | – | 0.23% | 19 |
|
|
2022
Q2 | $242K | Hold |
1,677
| – | – | 0.23% | 21 |
|
|
2022
Q1 | $273K | Hold |
1,677
| – | – | 0.22% | 21 |
|
|
2021
Q4 | $196K | Buy |
+1,677
| New | +$196K | 0.15% | 17 |
|