PAX Financial 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 |
-2,329
| Closed | -$393K | – | 221 |
|
|
2023
Q3 | $393K | Buy |
2,329
+39
| +2% | +$6.58K | 0.09% | 174 |
|
|
2023
Q2 | $360K | Buy |
2,290
+174
| +8% | +$27.4K | 0.08% | 173 |
|
|
2023
Q1 | $345K | Buy |
2,116
+236
| +13% | +$38.5K | 0.08% | 166 |
|
|
2022
Q4 | $337K | Buy |
+1,880
| New | +$337K | 0.09% | 160 |
|