St. Clair Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,000
| Closed | -$587K | – | 43 |
|
|
2021
Q4 | $587K | Sell |
5,000
-1,255
| -20% | -$147K | 0.34% | 30 |
|
|
2021
Q3 | $635K | Buy |
6,255
+1,255
| +25% | +$127K | 0.44% | 22 |
|
|
2021
Q2 | $524K | Hold |
5,000
| – | – | 0.39% | 21 |
|
|
2021
Q1 | $524K | Buy |
+5,000
| New | +$524K | 0.42% | 20 |
|