Nalls Sherbakoff Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$258K Buy
1,729
+25
+1% +$3.73K 0.23% 63
2023
Q3
$287K Hold
1,704
0.28% 55
2023
Q2
$257K Sell
1,704
-63
-4% -$9.49K 0.25% 58
2023
Q1
$287K Buy
+1,767
New +$287K 0.29% 53
2018
Q4
$154K Buy
+1,416
New +$154K 0.25% 60