Paladin Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,774
| Closed | -$299K | – | 236 |
|
|
2023
Q3 | $299K | Hold |
1,774
| – | – | 0.25% | 69 |
|
|
2023
Q2 | $279K | Buy |
1,774
+17
| +1% | +$2.68K | 0.22% | 76 |
|
|
2023
Q1 | $287K | Buy |
+1,757
| New | +$287K | 0.24% | 71 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 56 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 56 |
|
|
2022
Q2 | – | Sell |
-1,697
| Closed | -$278K | – | 57 |
|
|
2022
Q1 | $278K | Buy |
+1,697
| New | +$278K | 0.23% | 77 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 53 |
|