Peachtree Investment Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,902
| Closed | -$284K | – | 105 |
|
|
2023
Q4 | $284K | Buy |
1,902
+3
| +0.2% | +$447 | 0.12% | 70 |
|
|
2023
Q3 | $320K | Sell |
1,899
-815
| -30% | -$137K | 0.16% | 62 |
|
|
2023
Q2 | $427K | Sell |
2,714
-562
| -17% | -$88.4K | 0.2% | 62 |
|
|
2023
Q1 | $534K | Sell |
3,276
-53
| -2% | -$8.65K | 0.33% | 44 |
|
|
2022
Q4 | $598K | Buy |
+3,329
| New | +$598K | 0.36% | 45 |
|
|
2022
Q3 | – | Sell |
-3,035
| Closed | -$439K | – | 91 |
|
|
2022
Q2 | $439K | Buy |
3,035
+1,489
| +96% | +$215K | 0.27% | 50 |
|
|
2022
Q1 | $252K | Buy |
+1,546
| New | +$252K | 0.12% | 81 |
|