Semus Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,374
| Closed | -$215K | – | 125 |
|
|
2024
Q2 | $215K | Sell |
1,374
-270
| -16% | -$42.2K | 0.17% | 106 |
|
|
2024
Q1 | $259K | Sell |
1,644
-6
| -0.4% | -$946 | 0.22% | 101 |
|
|
2023
Q4 | $246K | Buy |
1,650
+34
| +2% | +$5.07K | 0.2% | 102 |
|
|
2023
Q3 | $273K | Buy |
1,616
+143
| +10% | +$24.1K | 0.25% | 88 |
|
|
2023
Q2 | $232K | Buy |
1,473
+163
| +12% | +$25.6K | 0.21% | 102 |
|
|
2023
Q1 | $214K | Buy |
1,310
+52
| +4% | +$8.48K | 0.23% | 104 |
|
|
2022
Q4 | $226K | Buy |
+1,258
| New | +$226K | 0.27% | 97 |
|