PI
PFS Investments’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $48.3M | Buy |
307,245
+16,362
| +6% | +$2.57M | 0.79% | 29 |
|
2023
Q1 | $48.8M | Buy |
290,883
+28,103
| +11% | +$4.71M | 0.85% | 28 |
|
2022
Q4 | $47.2M | Buy |
262,780
+25,814
| +11% | +$4.63M | 0.88% | 23 |
|
2022
Q3 | $34K | Buy |
236,966
+27,714
| +13% | +$3.98K | 0.62% | 26 |
|
2022
Q2 | $30.3M | Buy |
209,252
+37,537
| +22% | +$5.43M | 0.61% | 39 |
|
2022
Q1 | $28M | Sell |
171,715
-61,692
| -26% | -$10M | 0.53% | 54 |
|
2021
Q4 | $27.4M | Buy |
233,407
+27,839
| +14% | +$3.27M | 0.53% | 58 |
|
2021
Q3 | $23.7M | Buy |
205,568
+53,043
| +35% | +$6.11M | 0.49% | 55 |
|
2021
Q2 | $15.9M | Buy |
152,525
+40,766
| +36% | +$4.24M | 0.36% | 76 |
|
2021
Q1 | $11.7M | Buy |
111,759
+9,763
| +10% | +$1.02M | 0.3% | 89 |
|
2020
Q4 | $9.34M | Buy |
101,996
+9,405
| +10% | +$862K | 0.26% | 95 |
|
2020
Q3 | $6.67M | Buy |
92,591
+11,565
| +14% | +$833K | 0.22% | 98 |
|
2020
Q2 | $7.23M | Buy |
81,026
+18,122
| +29% | +$1.62M | 0.27% | 84 |
|
2020
Q1 | $4.56M | Buy |
62,904
+26,825
| +74% | +$1.94M | 0.2% | 84 |
|
2019
Q4 | $4.35M | Buy |
36,079
+8,670
| +32% | +$1.04M | 0.17% | 103 |
|
2019
Q3 | $3.25M | Buy |
27,409
+8,340
| +44% | +$989K | 0.14% | 98 |
|
2019
Q2 | $2.36M | Buy |
19,069
+10,579
| +125% | +$1.31M | 0.11% | 88 |
|
2019
Q1 | $1.05M | Buy |
+8,490
| New | +$1.05M | 0.05% | 87 |
|