Minot 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 | $3.37M | Buy |
23,278
+3,020
| +15% | +$437K | 0.87% | 35 |
|
|
2022
Q1 | $3.3M | Buy |
20,258
+5,893
| +41% | +$960K | 0.71% | 40 |
|
|
2021
Q4 | $1.69M | Buy |
14,365
+1,020
| +8% | +$120K | 0.32% | 71 |
|
|
2021
Q3 | $1.35M | Sell |
13,345
-5,804
| -30% | -$589K | 0.29% | 73 |
|
|
2021
Q2 | $1.99M | Buy |
19,149
+3,122
| +19% | +$324K | 0.43% | 62 |
|
|
2021
Q1 | $1.68M | Buy |
16,027
+11,649
| +266% | +$1.22M | 0.43% | 63 |
|
|
2020
Q4 | $370K | Buy |
4,378
+1,339
| +44% | +$113K | 0.11% | 114 |
|
|
2020
Q3 | $219K | Buy |
+3,039
| New | +$219K | 0.08% | 126 |
|
|
2020
Q1 | – | Sell |
-2,252
| Closed | -$254K | – | 113 |
|
|
2019
Q4 | $254K | Buy |
+2,252
| New | +$254K | 0.12% | 120 |
|