Nikulski Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,143
| Closed | -$469K | – | 132 |
|
|
2023
Q4 | $469K | Sell |
3,143
-165
| -5% | -$24.6K | 0.17% | 91 |
|
|
2023
Q3 | $558K | Sell |
3,308
-22
| -0.7% | -$3.71K | 0.23% | 83 |
|
|
2023
Q2 | $524K | Sell |
3,330
-138
| -4% | -$21.7K | 0.22% | 85 |
|
|
2023
Q1 | $566K | Sell |
3,468
-65
| -2% | -$10.6K | 0.25% | 88 |
|
|
2022
Q4 | $634K | Buy |
3,533
+335
| +10% | +$60.1K | 0.3% | 75 |
|
|
2022
Q3 | $459K | Buy |
3,198
+20
| +0.6% | +$2.87K | 0.24% | 89 |
|
|
2022
Q2 | $460K | Buy |
3,178
+245
| +8% | +$35.5K | 0.23% | 91 |
|
|
2022
Q1 | $478K | Sell |
2,933
-30
| -1% | -$4.89K | 0.2% | 89 |
|
|
2021
Q4 | $348K | Sell |
2,963
-235
| -7% | -$27.6K | 0.15% | 98 |
|
|
2021
Q3 | $324K | Sell |
3,198
-135
| -4% | -$13.7K | 0.15% | 100 |
|
|
2021
Q2 | $333K | Sell |
3,333
-855
| -20% | -$85.4K | 0.16% | 102 |
|
|
2021
Q1 | $439K | Sell |
4,188
-85
| -2% | -$8.91K | 0.23% | 84 |
|
|
2020
Q4 | $361K | Sell |
4,273
-660
| -13% | -$55.8K | 0.2% | 86 |
|
|
2020
Q3 | $355K | Buy |
4,933
+70
| +1% | +$5.04K | 0.23% | 80 |
|
|
2020
Q2 | $434K | Buy |
+4,863
| New | +$434K | 0.3% | 66 |
|
|
2020
Q1 | – | Sell |
-3,373
| Closed | -$372K | – | 99 |
|
|
2019
Q4 | $372K | Buy |
3,373
+100
| +3% | +$11K | 0.27% | 64 |
|
|
2019
Q3 | $380K | Buy |
3,273
+8
| +0.2% | +$929 | 0.32% | 61 |
|
|
2019
Q2 | $405K | Buy |
3,265
+20
| +0.6% | +$2.48K | 0.34% | 56 |
|
|
2019
Q1 | $400K | Sell |
3,245
-275
| -8% | -$33.9K | 0.39% | 52 |
|
|
2018
Q4 | $383K | Sell |
3,520
-84
| -2% | -$9.14K | 0.4% | 48 |
|
|
2018
Q3 | $402K | Buy |
3,604
+50
| +1% | +$5.58K | 0.37% | 49 |
|
|
2018
Q2 | $449K | Sell |
3,554
-60
| -2% | -$7.58K | 0.41% | 47 |
|
|
2018
Q1 | $412K | Buy |
3,614
+75
| +2% | +$8.55K | 0.41% | 50 |
|
|
2017
Q4 | $443K | Buy |
+3,539
| New | +$443K | 0.48% | 46 |
|