RG
Retirement Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.9M | Buy |
43,760
+29
| +0.1% | +$4.57K | 2.47% | 9 |
|
|
2023
Q4 | $6.52M | Buy |
43,731
+5,240
| +14% | +$782K | 2.63% | 8 |
|
|
2023
Q3 | $6.49M | Buy |
38,491
+5,136
| +15% | +$866K | 2.7% | 10 |
|
|
2023
Q2 | $5.25M | Buy |
33,355
+2,282
| +7% | +$359K | 2.18% | 11 |
|
|
2023
Q1 | $5.07M | Sell |
31,073
-741
| -2% | -$121K | 2.31% | 10 |
|
|
2022
Q4 | $5.71M | Buy |
31,814
+8,523
| +37% | +$1.53M | 2.77% | 9 |
|
|
2022
Q3 | $3.35M | Sell |
23,291
-41,415
| -64% | -$5.95M | 2.68% | 8 |
|
|
2022
Q2 | $9.37M | Sell |
64,706
-643
| -1% | -$93.1K | 3.88% | 8 |
|
|
2022
Q1 | $10.6M | Sell |
65,349
-5,863
| -8% | -$955K | 4.11% | 7 |
|
|
2021
Q4 | $8.36M | Sell |
71,212
-12,346
| -15% | -$1.45M | 3.65% | 7 |
|
|
2021
Q3 | $8.48M | Buy |
83,558
+11,768
| +16% | +$1.19M | 3.9% | 5 |
|
|
2021
Q2 | $7.52M | Sell |
71,790
-165
| -0.2% | -$17.3K | 3.62% | 7 |
|
|
2021
Q1 | $7.54M | Buy |
71,955
+18,648
| +35% | +$1.95M | 3.42% | 5 |
|
|
2020
Q4 | $4.5M | Sell |
53,307
-2,094
| -4% | -$177K | 2.07% | 14 |
|
|
2020
Q3 | $3.99M | Buy |
55,401
+134
| +0.2% | +$9.65K | 2.24% | 10 |
|
|
2020
Q2 | $4.93M | Buy |
+55,267
| New | +$4.93M | 3.06% | 4 |
|
|
2019
Q4 | $5.01M | Buy |
+41,606
| New | +$5.01M | 3.26% | 5 |
|