Santori & Peters Inc’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,488
| Closed | -$317K | – | 60 |
|
|
2020
Q4 | $317K | Sell |
3,488
-25
| -0.7% | -$2.27K | 0.18% | 56 |
|
|
2020
Q3 | $252K | Buy |
+3,513
| New | +$252K | 0.17% | 60 |
|
|
2020
Q2 | – | Sell |
-3,644
| Closed | -$264K | – | 57 |
|
|
2020
Q1 | $264K | Buy |
+3,644
| New | +$264K | 0.23% | 56 |
|
|
2018
Q1 | – | Sell |
-664
| Closed | -$75K | – | 169 |
|
|
2017
Q4 | $75K | Buy |
+664
| New | +$75K | 0.07% | 88 |
|