LifePro Asset Management’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 |
-9,061
| Closed | -$1.42M | – | 157 |
|
2024
Q2 | $1.42M | Sell |
9,061
-214
| -2% | -$33.5K | 1.02% | 34 |
|
2024
Q1 | $1.46M | Buy |
9,275
+199
| +2% | +$31.4K | 0.97% | 35 |
|
2023
Q4 | $1.35M | Buy |
9,076
+214
| +2% | +$31.9K | 1.05% | 32 |
|
2023
Q3 | $1.49M | Buy |
8,862
+137
| +2% | +$23.1K | 1.23% | 28 |
|
2023
Q2 | $1.37M | Sell |
8,725
-608
| -7% | -$95.7K | 1.06% | 33 |
|
2023
Q1 | $1.68M | Hold |
9,333
| – | – | 1.22% | 27 |
|
2022
Q4 | $1.68M | Sell |
9,333
-311
| -3% | -$55.8K | 1.22% | 27 |
|
2022
Q3 | $1.39M | Sell |
9,644
-783
| -8% | -$113K | 0.8% | 17 |
|
2022
Q2 | $1.51M | Sell |
10,427
-502
| -5% | -$72.7K | 0.78% | 34 |
|
2022
Q1 | $1.78M | Buy |
10,929
+1,043
| +11% | +$170K | 0.64% | 33 |
|
2021
Q4 | $1.16M | Buy |
9,886
+3,658
| +59% | +$429K | 0.34% | 38 |
|
2021
Q3 | $632K | Buy |
+6,228
| New | +$632K | 0.19% | 45 |
|