Peterson Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $143K | Buy |
+971
| New | +$143K | 0.55% | 43 |
|
|
2023
Q1 | – | Sell |
-10,659
| Closed | -$1.91M | – | 34 |
|
|
2022
Q4 | $1.91M | Sell |
10,659
-5,457
| -34% | -$979K | 2.53% | 6 |
|
|
2022
Q3 | $2.32M | Buy |
16,116
+4,720
| +41% | +$678K | 2.25% | 8 |
|
|
2022
Q2 | $1.65M | Buy |
11,396
+409
| +4% | +$59.2K | 1.55% | 29 |
|
|
2022
Q1 | $1.79M | Buy |
10,987
+127
| +1% | +$20.7K | 1.48% | 22 |
|
|
2021
Q4 | $1.27M | Buy |
+10,860
| New | +$1.27M | 1.04% | 40 |
|