Royal Harbor Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,628
| Closed | -$2.12M | – | 73 |
|
|
2022
Q2 | $2.12M | Buy |
+14,628
| New | +$2.12M | 1.45% | 29 |
|
|
2021
Q2 | – | Sell |
-6,184
| Closed | -$648K | – | 76 |
|
|
2021
Q1 | $648K | Buy |
6,184
+86
| +1% | +$9.01K | 0.49% | 47 |
|
|
2020
Q4 | $515K | Sell |
6,098
-497
| -8% | -$42K | 0.43% | 61 |
|
|
2020
Q3 | $475K | Sell |
6,595
-1,413
| -18% | -$102K | 0.45% | 60 |
|
|
2020
Q2 | $715K | Sell |
8,008
-2,374
| -23% | -$212K | 0.71% | 46 |
|
|
2020
Q1 | $752K | Buy |
+10,382
| New | +$752K | 0.87% | 31 |
|