New Potomac Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.98M | Sell |
13,422
-125
| -0.9% | -$18.4K | 1.02% | 42 |
|
|
2024
Q2 | $2.12M | Sell |
13,547
-371
| -3% | -$58K | 1.16% | 38 |
|
|
2024
Q1 | $2.2M | Sell |
13,918
-211
| -1% | -$33.3K | 1.22% | 37 |
|
|
2023
Q4 | $2.11M | Buy |
14,129
+483
| +4% | +$72K | 1.25% | 35 |
|
|
2023
Q3 | $2.3M | Sell |
13,646
-45
| -0.3% | -$7.59K | 1.58% | 23 |
|
|
2023
Q2 | $2.15M | Buy |
13,691
+8
| +0.1% | +$1.26K | 1.42% | 32 |
|
|
2023
Q1 | $2.23M | Sell |
13,683
-68
| -0.5% | -$11.1K | 1.55% | 30 |
|
|
2022
Q4 | $2.47M | Sell |
13,751
-133
| -1% | -$23.9K | 1.83% | 21 |
|
|
2022
Q3 | $2M | Sell |
13,884
-3,805
| -22% | -$547K | 1.68% | 27 |
|
|
2022
Q2 | $2.56M | Sell |
17,689
-15
| -0.1% | -$2.17K | 2.06% | 16 |
|
|
2022
Q1 | $2.88M | Sell |
17,704
-75
| -0.4% | -$12.2K | 2.03% | 18 |
|
|
2021
Q4 | $2.09M | Sell |
17,779
-511
| -3% | -$60K | 1.35% | 32 |
|
|
2021
Q3 | $1.86M | Sell |
18,290
-200
| -1% | -$20.3K | 1.28% | 35 |
|
|
2021
Q2 | $1.94M | Buy |
18,490
+20
| +0.1% | +$2.1K | 1.32% | 34 |
|
|
2021
Q1 | $1.94M | Sell |
18,470
-250
| -1% | -$26.2K | 1.42% | 31 |
|
|
2020
Q4 | $1.58M | Sell |
18,720
-460
| -2% | -$38.8K | 1.14% | 36 |
|
|
2020
Q3 | $1.38M | Sell |
19,180
-19
| -0.1% | -$1.37K | 1.1% | 38 |
|
|
2020
Q2 | $1.71M | Buy |
19,199
+3,625
| +23% | +$323K | 1.53% | 31 |
|
|
2020
Q1 | $1.13M | Buy |
15,574
+465
| +3% | +$33.7K | 1.23% | 38 |
|
|
2019
Q4 | $1.82M | Sell |
15,109
-50
| -0.3% | -$6.03K | 1.7% | 29 |
|
|
2019
Q3 | $1.8M | Sell |
15,159
-280
| -2% | -$33.2K | 1.8% | 28 |
|
|
2019
Q2 | $1.92M | Sell |
15,439
-500
| -3% | -$62.2K | 1.95% | 22 |
|
|
2019
Q1 | $1.96M | Sell |
15,939
-350
| -2% | -$43.1K | 1.99% | 18 |
|
|
2018
Q4 | $1.77M | Sell |
16,289
-780
| -5% | -$84.9K | 1.91% | 23 |
|
|
2018
Q3 | $2.09M | Buy |
17,069
+125
| +0.7% | +$15.3K | 1.93% | 20 |
|
|
2018
Q2 | $2.14M | Sell |
16,944
-125
| -0.7% | -$15.8K | 2.07% | 19 |
|
|
2018
Q1 | $1.95M | Buy |
17,069
+125
| +0.7% | +$14.3K | 1.91% | 22 |
|
|
2017
Q4 | $2.12M | Buy |
+16,944
| New | +$2.12M | 2.02% | 17 |
|