Refined Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-36,086
| Closed | -$5.69M | – | 29 |
|
|
2024
Q1 | $5.69M | Buy |
36,086
+275
| +0.8% | +$43.4K | 4.01% | 9 |
|
|
2023
Q4 | $5.34M | Sell |
35,811
-1,543
| -4% | -$230K | 4.17% | 10 |
|
|
2023
Q3 | $6.3M | Sell |
37,354
-9,979
| -21% | -$1.68M | 5.65% | 7 |
|
|
2023
Q2 | $7.45M | Sell |
47,333
-397
| -0.8% | -$62.5K | 6.14% | 6 |
|
|
2023
Q1 | $7.79M | Sell |
47,730
-6,963
| -13% | -$1.14M | 6.88% | 6 |
|
|
2022
Q4 | $9.82M | Sell |
54,693
-5,796
| -10% | -$1.04M | 8.59% | 4 |
|
|
2022
Q3 | $8.69M | Sell |
60,489
-92
| -0.2% | -$13.2K | 7.84% | 4 |
|
|
2022
Q2 | $8.77M | Buy |
60,581
+1,061
| +2% | +$154K | 7.84% | 4 |
|
|
2022
Q1 | $9.69M | Sell |
59,520
-18,247
| -23% | -$2.97M | 8.19% | 4 |
|
|
2021
Q4 | $9.13M | Sell |
77,767
-2,724
| -3% | -$320K | 7.08% | 6 |
|
|
2021
Q3 | $8.17M | Buy |
80,491
+693
| +0.9% | +$70.3K | 6.61% | 6 |
|
|
2021
Q2 | $8.36M | Buy |
+79,798
| New | +$8.36M | 7.02% | 6 |
|