PCG Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,490
| Closed | -$233K | – | 125 |
|
|
2024
Q2 | $233K | Sell |
1,490
-145
| -9% | -$22.7K | 0.1% | 105 |
|
|
2024
Q1 | $258K | Buy |
1,635
+163
| +11% | +$25.7K | 0.12% | 97 |
|
|
2023
Q4 | $220K | Buy |
+1,472
| New | +$220K | 0.12% | 94 |
|
|
2023
Q3 | – | Sell |
-1,295
| Closed | -$204K | – | 108 |
|
|
2023
Q2 | $204K | Buy |
1,295
+1
| +0.1% | +$157 | 0.13% | 100 |
|
|
2023
Q1 | $211K | Buy |
1,294
+124
| +11% | +$20.2K | 0.13% | 100 |
|
|
2022
Q4 | $210K | Sell |
1,170
-410
| -26% | -$73.6K | 0.13% | 98 |
|
|
2022
Q3 | $225K | Buy |
+1,580
| New | +$225K | 0.08% | 123 |
|