Spotlight Asset Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $511K | Hold |
3,265
| – | – | 0.36% | 44 |
|
|
2024
Q1 | $515K | Hold |
3,265
| – | – | 0.37% | 44 |
|
|
2023
Q4 | $551K | Hold |
3,265
| – | – | 0.5% | 32 |
|
|
2023
Q3 | $551K | Hold |
3,265
| – | – | 0.5% | 32 |
|
|
2023
Q2 | $514K | Sell |
3,265
-64
| -2% | -$10.1K | 0.46% | 32 |
|
|
2023
Q1 | $577K | Buy |
+3,329
| New | +$577K | 0.57% | 29 |
|
|
2022
Q3 | $577K | Buy |
+3,329
| New | +$577K | 0.57% | 29 |
|
|
2021
Q3 | $344K | Sell |
3,391
-2,177
| -39% | -$221K | 0.17% | 82 |
|
|
2021
Q2 | $583K | Sell |
5,568
-2,166
| -28% | -$227K | 0.22% | 65 |
|
|
2021
Q1 | $810K | Sell |
7,734
-1,095
| -12% | -$115K | 0.3% | 65 |
|
|
2020
Q4 | $746K | Sell |
8,829
-2,064
| -19% | -$174K | 0.28% | 56 |
|
|
2020
Q3 | $784K | Buy |
10,893
+1,119
| +11% | +$80.5K | 0.31% | 55 |
|
|
2020
Q2 | $872K | Buy |
9,774
+1,250
| +15% | +$112K | 0.37% | 42 |
|
|
2020
Q1 | $618K | Sell |
8,524
-796
| -9% | -$57.7K | 0.33% | 47 |
|
|
2019
Q4 | $786K | Buy |
+9,320
| New | +$786K | 0.38% | 46 |
|