Mezzasalma Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,654
| Closed | -$247K | – | 103 |
|
|
2023
Q4 | $247K | Sell |
1,654
-293
| -15% | -$43.7K | 0.13% | 82 |
|
|
2023
Q3 | $328K | Hold |
1,947
| – | – | 0.2% | 58 |
|
|
2023
Q2 | $306K | Buy |
1,947
+52
| +3% | +$8.18K | 0.19% | 65 |
|
|
2023
Q1 | $309K | Sell |
1,895
-20
| -1% | -$3.26K | 0.22% | 63 |
|
|
2022
Q4 | $344K | Hold |
1,915
| – | – | 0.3% | 54 |
|
|
2022
Q3 | $275K | Hold |
1,915
| – | – | 0.22% | 62 |
|
|
2022
Q2 | $277K | Hold |
1,915
| – | – | 0.23% | 66 |
|
|
2022
Q1 | $312K | Buy |
1,915
+53
| +3% | +$8.64K | 0.19% | 69 |
|
|
2021
Q4 | $219K | Buy |
+1,862
| New | +$219K | 0.12% | 91 |
|