Rainsberger Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.15M | Buy |
7,716
+3,185
| +70% | +$475K | 0.63% | 46 |
|
|
2023
Q3 | $764K | Sell |
4,531
-67
| -1% | -$11.3K | 0.47% | 52 |
|
|
2023
Q2 | $723K | Sell |
4,598
-300
| -6% | -$47.2K | 0.44% | 52 |
|
|
2023
Q1 | $799K | Buy |
4,898
+18
| +0.4% | +$2.94K | 0.47% | 53 |
|
|
2022
Q4 | $876K | Buy |
4,880
+31
| +0.6% | +$5.56K | 0.56% | 44 |
|
|
2022
Q3 | $697K | Buy |
4,849
+883
| +22% | +$127K | 0.48% | 49 |
|
|
2022
Q2 | $574K | Buy |
3,966
+120
| +3% | +$17.4K | 0.42% | 52 |
|
|
2022
Q1 | $626K | Buy |
3,846
+313
| +9% | +$50.9K | 0.4% | 52 |
|
|
2021
Q4 | $415K | Buy |
+3,533
| New | +$415K | 0.24% | 59 |
|