Sierra Capital’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 |
-3,477
| Closed | -$512K | – | 198 |
|
|
2024
Q3 | $512K | Sell |
3,477
-1,428
| -29% | -$210K | 0.06% | 160 |
|
|
2024
Q2 | $767K | Hold |
4,905
| – | – | 0.1% | 129 |
|
|
2024
Q1 | $774K | Hold |
4,905
| – | – | 0.1% | 129 |
|
|
2023
Q4 | $732K | Sell |
4,905
-121
| -2% | -$18.1K | 0.11% | 125 |
|
|
2023
Q3 | $847K | Sell |
5,026
-306
| -6% | -$51.6K | 0.14% | 112 |
|
|
2023
Q2 | $839K | Buy |
5,332
+214
| +4% | +$33.7K | 0.13% | 112 |
|
|
2023
Q1 | $835K | Sell |
5,118
-43
| -0.8% | -$7.02K | 0.14% | 115 |
|
|
2022
Q4 | $926K | Buy |
5,161
+27
| +0.5% | +$4.84K | 0.16% | 108 |
|
|
2022
Q3 | $738K | Buy |
5,134
+22
| +0.4% | +$3.16K | 0.14% | 110 |
|
|
2022
Q2 | $740K | Buy |
5,112
+144
| +3% | +$20.8K | 0.13% | 115 |
|
|
2022
Q1 | $809K | Sell |
4,968
-21
| -0.4% | -$3.42K | 0.13% | 120 |
|
|
2021
Q4 | $585K | Buy |
4,989
+150
| +3% | +$17.6K | 0.09% | 133 |
|
|
2021
Q3 | $491K | Hold |
4,839
| – | – | 0.08% | 134 |
|
|
2021
Q2 | $507K | Hold |
4,839
| – | – | 0.09% | 123 |
|
|
2021
Q1 | $507K | Buy |
+4,839
| New | +$507K | 0.1% | 119 |
|