Okabena Investment Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$313K | – | 109 |
|
|
2024
Q2 | $313K | Buy |
+2,000
| New | +$313K | 0.1% | 103 |
|
|
2023
Q1 | – | Sell |
-300
| Closed | -$53.8K | – | 207 |
|
|
2022
Q4 | $53.8K | Hold |
300
| – | – | 0.04% | 96 |
|
|
2022
Q3 | $43K | Sell |
300
-348
| -54% | -$49.9K | 0.02% | 141 |
|
|
2022
Q2 | $94K | Buy |
648
+300
| +86% | +$43.5K | 0.05% | 108 |
|
|
2022
Q1 | $57K | Hold |
348
| – | – | 0.02% | 134 |
|
|
2021
Q4 | $41K | Buy |
+348
| New | +$41K | 0.02% | 160 |
|