Mirabella Financial Services’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 |
-9,968
| Closed | -$1.56M | – | 241 |
|
|
2024
Q2 | $1.56M | Buy |
9,968
+8,250
| +480% | +$1.29M | 0.11% | 95 |
|
|
2024
Q1 | $272K | Sell |
1,718
-2,912
| -63% | -$460K | 0.02% | 402 |
|
|
2023
Q4 | $691K | Buy |
4,630
+2,130
| +85% | +$318K | 0.09% | 166 |
|
|
2023
Q3 | $422K | Sell |
2,500
-14,101
| -85% | -$2.38M | 0.06% | 237 |
|
|
2023
Q2 | $2.61M | Buy |
+16,601
| New | +$2.61M | 0.29% | 102 |
|
|
2022
Q4 | – | Sell |
-17,574
| Closed | -$2.54M | – | 422 |
|
|
2022
Q3 | $2.54M | Sell |
17,574
-5,069
| -22% | -$734K | 0.26% | 54 |
|
|
2022
Q2 | $3.33M | Buy |
22,643
+8,392
| +59% | +$1.23M | 0.33% | 59 |
|
|
2022
Q1 | $2.32M | Buy |
+14,251
| New | +$2.32M | 0.26% | 71 |
|
|
2021
Q1 | – | Sell |
-2,612
| Closed | -$221K | – | 313 |
|
|
2020
Q4 | $221K | Sell |
2,612
-38,405
| -94% | -$3.25M | 0.03% | 240 |
|
|
2020
Q3 | $2.95M | Buy |
41,017
+36,806
| +874% | +$2.65M | 0.41% | 36 |
|
|
2020
Q2 | $376K | Buy |
+4,211
| New | +$376K | 0.09% | 100 |
|