Oxler Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,865
| Closed | -$1.61M | – | 236 |
|
|
2022
Q1 | $1.61M | Sell |
9,865
-45
| -0.5% | -$7.33K | 0.72% | 41 |
|
|
2021
Q4 | $1.16M | Sell |
9,910
-315
| -3% | -$37K | 0.48% | 57 |
|
|
2021
Q3 | $1.04M | Hold |
10,225
| – | – | 0.46% | 60 |
|
|
2021
Q2 | $1.07M | Hold |
10,225
| – | – | 0.47% | 59 |
|
|
2021
Q1 | $1.07M | Hold |
10,225
| – | – | 0.54% | 52 |
|
|
2020
Q4 | $863K | Buy |
+10,225
| New | +$863K | 0.49% | 45 |
|