Scholtz & Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,983
| Closed | -$445K | – | 55 |
|
|
2023
Q4 | $445K | Buy |
+2,983
| New | +$445K | 0.22% | 49 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$241K | – | 54 |
|
|
2019
Q4 | $241K | Sell |
2,000
-515
| -20% | -$62.1K | 0.14% | 56 |
|
|
2019
Q3 | $298K | Buy |
2,515
+515
| +26% | +$61K | 0.2% | 51 |
|
|
2019
Q2 | $249K | Hold |
2,000
| – | – | 0.16% | 55 |
|
|
2019
Q1 | $246K | Hold |
2,000
| – | – | 0.16% | 48 |
|
|
2018
Q4 | $218K | Hold |
2,000
| – | – | 0.19% | 44 |
|
|
2018
Q3 | $245K | Hold |
2,000
| – | – | 0.15% | 51 |
|
|
2018
Q2 | $253K | Hold |
2,000
| – | – | 0.18% | 49 |
|
|
2018
Q1 | $228K | Sell |
2,000
-2,644
| -57% | -$301K | 0.17% | 56 |
|
|
2017
Q4 | $581K | Buy |
4,644
+1,064
| +30% | +$133K | 0.42% | 45 |
|
|
2017
Q3 | $421K | Buy |
+3,580
| New | +$421K | 0.33% | 53 |
|