Madison Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.16M | Sell |
36,506
-604
| -2% | -$102K | 1.29% | 21 |
|
|
2023
Q2 | $5.84M | Sell |
37,110
-394
| -1% | -$62K | 1.18% | 26 |
|
|
2023
Q1 | $6.12M | Sell |
37,504
-233
| -0.6% | -$38K | 1.32% | 22 |
|
|
2022
Q4 | $6.77M | Buy |
37,737
+24,322
| +181% | +$4.37M | 1.55% | 15 |
|
|
2022
Q3 | $1.93M | Buy |
13,415
+167
| +1% | +$24K | 0.47% | 62 |
|
|
2022
Q2 | $1.92M | Buy |
13,248
+566
| +4% | +$81.9K | 0.47% | 63 |
|
|
2022
Q1 | $2.07M | Buy |
12,682
+308
| +2% | +$50.2K | 0.43% | 60 |
|
|
2021
Q4 | $1.45M | Buy |
12,374
+596
| +5% | +$69.9K | 0.29% | 76 |
|
|
2021
Q3 | $1.2M | Buy |
11,778
+165
| +1% | +$16.7K | 0.26% | 78 |
|
|
2021
Q2 | $1.22M | Buy |
11,613
+867
| +8% | +$90.8K | 0.27% | 80 |
|
|
2021
Q1 | $1.13M | Buy |
10,746
+384
| +4% | +$40.2K | 0.28% | 80 |
|
|
2020
Q4 | $875K | Sell |
10,362
-471
| -4% | -$39.8K | 0.23% | 79 |
|
|
2020
Q3 | $780K | Buy |
10,833
+222
| +2% | +$16K | 0.23% | 74 |
|
|
2020
Q2 | $947K | Buy |
10,611
+827
| +8% | +$73.8K | 0.31% | 66 |
|
|
2020
Q1 | $709K | Sell |
9,784
-900
| -8% | -$65.2K | 0.28% | 68 |
|
|
2019
Q4 | $1.29M | Buy |
+10,684
| New | +$1.29M | 0.37% | 56 |
|