NEIRG 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 | – | Sell |
-24,306
| Closed | -$3.82M | – | 26 |
|
|
2023
Q2 | $3.82M | Sell |
24,306
-3,599
| -13% | -$566K | 0.71% | 40 |
|
|
2023
Q1 | $4.55M | Sell |
27,905
-452
| -2% | -$73.7K | 0.79% | 39 |
|
|
2022
Q4 | $5.09M | Buy |
28,357
+674
| +2% | +$121K | 0.96% | 31 |
|
|
2022
Q3 | $3.98M | Buy |
27,683
+2,070
| +8% | +$297K | 0.8% | 33 |
|
|
2022
Q2 | $3.71M | Buy |
25,613
+8,174
| +47% | +$1.18M | 0.81% | 34 |
|
|
2022
Q1 | $2.84M | Buy |
17,439
+3,304
| +23% | +$538K | 0.56% | 51 |
|
|
2021
Q4 | $1.66M | Buy |
+14,135
| New | +$1.66M | 0.32% | 55 |
|