Silicon Hills Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $354K | Sell |
2,248
-3
| -0.1% | -$472 | 0.2% | 66 |
|
2023
Q1 | $367K | Buy |
2,251
+5
| +0.2% | +$816 | 0.22% | 60 |
|
2022
Q4 | $403K | Hold |
2,246
| – | – | 0.3% | 65 |
|
2022
Q3 | $323K | Sell |
2,246
-21
| -0.9% | -$3.02K | 0.26% | 70 |
|
2022
Q2 | $328K | Sell |
2,267
-1,358
| -37% | -$196K | 0.24% | 76 |
|
2022
Q1 | $590K | Sell |
3,625
-104
| -3% | -$16.9K | 0.38% | 60 |
|
2021
Q4 | $438K | Sell |
3,729
-363
| -9% | -$42.6K | 0.27% | 79 |
|
2021
Q3 | $415K | Buy |
4,092
+626
| +18% | +$63.5K | 0.28% | 76 |
|
2021
Q2 | $363K | Sell |
3,466
-30
| -0.9% | -$3.14K | 0.28% | 68 |
|
2021
Q1 | $366K | Sell |
3,496
-80
| -2% | -$8.38K | 0.33% | 67 |
|
2020
Q4 | $302K | Buy |
3,576
+30
| +0.8% | +$2.53K | 0.27% | 70 |
|
2020
Q3 | $255K | Sell |
3,546
-30
| -0.8% | -$2.16K | 0.26% | 70 |
|
2020
Q2 | $319K | Sell |
3,576
-400
| -10% | -$35.7K | 0.38% | 62 |
|
2020
Q1 | $288K | Buy |
3,976
+3,969
| +56,700% | +$287K | 0.38% | 61 |
|
2019
Q4 | $450 | Buy |
+7
| New | +$450 | 0.34% | 59 |
|