Parkside Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,000
| Closed | -$1.18M | – | 97 |
|
|
2024
Q3 | $1.18M | Sell |
8,000
-1,676
| -17% | -$247K | 0.18% | 58 |
|
|
2024
Q2 | $1.51M | Sell |
9,676
-120
| -1% | -$18.8K | 0.24% | 57 |
|
|
2024
Q1 | $1.55M | Buy |
9,796
+3,500
| +56% | +$552K | 0.25% | 56 |
|
|
2023
Q4 | $939K | Buy |
+6,296
| New | +$939K | 0.16% | 66 |
|
|
2023
Q3 | – | Sell |
-7,096
| Closed | -$1.12M | – | 88 |
|
|
2023
Q2 | $1.12M | Buy |
7,096
+158
| +2% | +$24.9K | 0.21% | 57 |
|
|
2023
Q1 | $1.13M | Buy |
6,938
+28
| +0.4% | +$4.57K | 0.21% | 56 |
|
|
2022
Q4 | $1.24M | Buy |
+6,910
| New | +$1.24M | 0.25% | 58 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$16K | – | 102 |
|
|
2022
Q1 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 132 |
|
|
2020
Q1 | – | Sell |
-5,275
| Closed | -$635K | – | 105 |
|
|
2019
Q4 | $635K | Buy |
+5,275
| New | +$635K | 0.15% | 85 |
|
|
2019
Q3 | – | Sell |
-5,178
| Closed | -$644K | – | 96 |
|
|
2019
Q2 | $644K | Buy |
5,178
+2,795
| +117% | +$348K | 0.17% | 84 |
|
|
2019
Q1 | $293K | Buy |
+2,383
| New | +$293K | 0.08% | 103 |
|
|
2018
Q4 | – | Sell |
-178
| Closed | -$21K | – | 118 |
|
|
2018
Q3 | $21K | Buy |
+178
| New | +$21K | 0.01% | 118 |
|