Riverwater Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,071
| Closed | -$324K | – | 209 |
|
|
2024
Q2 | $324K | Sell |
2,071
-163
| -7% | -$25.5K | 0.24% | 130 |
|
|
2024
Q1 | $352K | Sell |
2,234
-85
| -4% | -$13.4K | 0.26% | 124 |
|
|
2023
Q4 | $346K | Sell |
2,319
-188
| -7% | -$28K | 0.27% | 119 |
|
|
2023
Q3 | $423K | Buy |
2,507
+22
| +0.9% | +$3.71K | 0.38% | 82 |
|
|
2023
Q2 | $391K | Buy |
2,485
+3
| +0.1% | +$472 | 0.35% | 87 |
|
|
2023
Q1 | $405K | Sell |
2,482
-81
| -3% | -$13.2K | 0.37% | 85 |
|
|
2022
Q4 | $460K | Sell |
2,563
-435
| -15% | -$78.1K | 0.39% | 79 |
|
|
2022
Q3 | $431K | Buy |
2,998
+412
| +16% | +$59.2K | 0.43% | 75 |
|
|
2022
Q2 | $374K | Sell |
2,586
-117
| -4% | -$16.9K | 0.38% | 87 |
|
|
2022
Q1 | $440K | Buy |
2,703
+61
| +2% | +$9.93K | 0.73% | 60 |
|
|
2021
Q4 | $310K | Buy |
+2,642
| New | +$310K | 0.28% | 143 |
|