Sage Investment Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.42M | Sell |
23,229
-19
| -0.1% | -$2.8K | 3.58% | 6 |
|
|
2024
Q2 | $3.64M | Sell |
23,248
-895
| -4% | -$140K | 4.11% | 5 |
|
|
2024
Q1 | $3.81M | Sell |
24,143
-142
| -0.6% | -$22.4K | 4.37% | 5 |
|
|
2023
Q4 | $3.62M | Buy |
24,285
+410
| +2% | +$61.2K | 4.39% | 5 |
|
|
2023
Q3 | $4.03M | Buy |
23,875
+185
| +0.8% | +$31.2K | 5.52% | 2 |
|
|
2023
Q2 | $3.73M | Sell |
23,690
-69
| -0.3% | -$10.9K | 4.98% | 3 |
|
|
2023
Q1 | $3.88M | Sell |
23,759
-33
| -0.1% | -$5.38K | 5.18% | 3 |
|
|
2022
Q4 | $4.27M | Sell |
23,792
-195
| -0.8% | -$35K | 6.09% | 3 |
|
|
2022
Q3 | $3.45M | Sell |
23,987
-842
| -3% | -$121K | 5.44% | 3 |
|
|
2022
Q2 | $3.6M | Sell |
24,829
-1,044
| -4% | -$151K | 5.63% | 3 |
|
|
2022
Q1 | $4.21M | Sell |
25,873
-17,258
| -40% | -$2.81M | 5.58% | 3 |
|
|
2021
Q4 | $5.06M | Buy |
+43,131
| New | +$5.06M | 6.51% | 3 |
|