Regis Acquisition’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$285K Sell
1,824
-20
-1% -$3.13K 0.17% 30
2024
Q1
$291K Hold
1,844
0.18% 29
2023
Q4
$275K Hold
1,844
0.11% 37
2023
Q3
$311K Hold
1,844
0.13% 32
2023
Q2
$290K Hold
1,844
0.12% 32
2023
Q1
$301K Buy
+1,844
New +$301K 0.14% 32