Seneca Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,698
| Closed | -$250K | – | 56 |
|
|
2024
Q3 | $250K | Hold |
1,698
| – | – | 0.12% | 42 |
|
|
2024
Q2 | $266K | Hold |
1,698
| – | – | 0.14% | 48 |
|
|
2024
Q1 | $268K | Hold |
1,698
| – | – | 0.14% | 49 |
|
|
2023
Q4 | $253K | Sell |
1,698
-129
| -7% | -$19.2K | 0.15% | 48 |
|
|
2023
Q3 | $308K | Buy |
+1,827
| New | +$308K | 0.21% | 41 |
|