Roffman Miller Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-515
| Closed | -$81K | – | 103 |
|
|
2023
Q2 | $81K | Buy |
+515
| New | +$81K | 0.01% | 78 |
|
|
2020
Q3 | – | Sell |
-23,390
| Closed | -$2.09M | – | 91 |
|
|
2020
Q2 | $2.09M | Buy |
+23,390
| New | +$2.09M | 0.21% | 58 |
|
|
2020
Q1 | – | Sell |
-225
| Closed | -$27K | – | 78 |
|
|
2019
Q4 | $27K | Buy |
+225
| New | +$27K | ﹤0.01% | 87 |
|