Oak Thistle LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,276
| Closed | -$201K | – | 327 |
|
|
2024
Q1 | $201K | Buy |
+1,276
| New | +$201K | 0.18% | 266 |
|
|
2023
Q3 | – | Sell |
-5,596
| Closed | -$881K | – | 491 |
|
|
2023
Q2 | $881K | Buy |
+5,596
| New | +$881K | 0.46% | 53 |
|
|
2022
Q4 | – | Sell |
-1,571
| Closed | -$226K | – | 174 |
|
|
2022
Q3 | $226K | Buy |
1,571
+110
| +8% | +$15.8K | 0.81% | 68 |
|
|
2022
Q2 | $212K | Buy |
+1,461
| New | +$212K | 0.41% | 147 |
|