RGT Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $208K | Buy |
+1,446
| New | +$208K | 0.03% | 71 |
|
|
2022
Q2 | – | Sell |
-2,729
| Closed | -$444K | – | 125 |
|
|
2022
Q1 | $444K | Buy |
2,729
+1,296
| +90% | +$211K | 0.07% | 56 |
|
|
2021
Q4 | $168K | Buy |
+1,433
| New | +$168K | 0.03% | 97 |
|
|
2017
Q1 | – | Sell |
-1,984
| Closed | -$234K | – | 113 |
|
|
2016
Q4 | $234K | Sell |
1,984
-53
| -3% | -$6.25K | 0.13% | 98 |
|
|
2016
Q3 | $210K | Buy |
+2,037
| New | +$210K | 0.13% | 107 |
|