O'Rourke & Company’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 |
-1,390
| Closed | -$207K | – | 145 |
|
|
2023
Q4 | $207K | Sell |
1,390
-354
| -20% | -$52.7K | 0.13% | 133 |
|
|
2023
Q3 | $294K | Buy |
1,744
+124
| +8% | +$20.9K | 0.21% | 98 |
|
|
2023
Q2 | $255K | Buy |
1,620
+108
| +7% | +$17K | 0.18% | 117 |
|
|
2023
Q1 | $247K | Buy |
1,512
+200
| +15% | +$32.7K | 0.19% | 117 |
|
|
2022
Q4 | $235K | Buy |
+1,312
| New | +$235K | 0.19% | 119 |
|