RPg Family Wealth Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$16.3K | – | 129 |
|
|
2022
Q1 | $16.3K | Hold |
100
| – | – | 0.01% | 226 |
|
|
2021
Q4 | $11.7K | Hold |
100
| – | – | ﹤0.01% | 259 |
|
|
2021
Q3 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2021
Q2 | $10.5K | Buy |
+100
| New | +$10.5K | ﹤0.01% | 273 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$12.1K | – | 260 |
|
|
2019
Q4 | $12.1K | Sell |
100
-150
| -60% | -$18.1K | 0.01% | 252 |
|
|
2019
Q3 | $29.7K | Hold |
250
| – | – | 0.02% | 195 |
|
|
2019
Q2 | $31.1K | Hold |
250
| – | – | 0.02% | 187 |
|
|
2019
Q1 | $30.8K | Hold |
250
| – | – | 0.02% | 198 |
|
|
2018
Q4 | $27.2K | Hold |
250
| – | – | 0.03% | 137 |
|
|
2018
Q3 | $30.6K | Hold |
250
| – | – | 0.02% | 139 |
|
|
2018
Q2 | $31.6K | Buy |
+250
| New | +$31.6K | 0.02% | 133 |
|
|
2017
Q1 | – | Sell |
-196
| Closed | -$23.1K | – | 287 |
|
|
2016
Q4 | $23.1K | Buy |
196
+92
| +88% | +$10.8K | 0.02% | 175 |
|
|
2016
Q3 | $10.7K | Sell |
104
-2,829
| -96% | -$291K | 0.01% | 232 |
|
|
2016
Q2 | $307K | Buy |
2,933
+1,875
| +177% | +$197K | 0.13% | 53 |
|
|
2016
Q1 | $101K | Buy |
1,058
+134
| +15% | +$12.8K | 0.08% | 85 |
|
|
2015
Q4 | $83.1K | Buy |
+924
| New | +$83.1K | 0.08% | 67 |
|