Sarah T. Connolly’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,048
| Closed | -$2.03M | – | 26 |
|
|
2023
Q3 | $2.03M | Sell |
12,048
-631
| -5% | -$106K | 1.34% | 29 |
|
|
2023
Q2 | $2M | Sell |
12,679
-43
| -0.3% | -$6.77K | 1.21% | 28 |
|
|
2023
Q1 | $2.08M | Buy |
12,722
+4,514
| +55% | +$737K | 1.32% | 26 |
|
|
2022
Q4 | $1.47M | Buy |
8,208
+572
| +7% | +$103K | 1% | 38 |
|
|
2022
Q3 | $1.1M | Buy |
+7,636
| New | +$1.1M | 0.8% | 45 |
|