Loveless Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $428K | Hold |
2,955
| – | – | 0.28% | 93 |
|
|
2022
Q1 | $481K | Sell |
2,955
-200
| -6% | -$32.6K | 0.27% | 97 |
|
|
2021
Q4 | $370K | Buy |
3,155
+190
| +6% | +$22.3K | 0.2% | 110 |
|
|
2021
Q3 | $301K | Sell |
2,965
-40
| -1% | -$4.06K | 0.18% | 113 |
|
|
2021
Q2 | $315K | Buy |
3,005
+260
| +9% | +$27.3K | 0.19% | 110 |
|
|
2021
Q1 | $288K | Hold |
2,745
| – | – | 0.19% | 107 |
|
|
2020
Q4 | $232K | Sell |
2,745
-335
| -11% | -$28.3K | 0.17% | 112 |
|
|
2020
Q3 | $222K | Sell |
3,080
-75
| -2% | -$5.41K | 0.19% | 104 |
|
|
2020
Q2 | $282K | Buy |
3,155
+135
| +4% | +$12.1K | 0.26% | 88 |
|
|
2020
Q1 | $219K | Buy |
3,020
+195
| +7% | +$14.1K | 0.26% | 85 |
|
|
2019
Q4 | $342K | Buy |
+2,825
| New | +$342K | 0.29% | 86 |
|