Sterling Manor Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,343
| Closed | -$226K | – | 24 |
|
|
2023
Q3 | $226K | Hold |
1,343
| – | – | 0.21% | 21 |
|
|
2023
Q2 | $211K | Sell |
1,343
-1,269
| -49% | -$200K | 0.18% | 27 |
|
|
2023
Q1 | $426K | Buy |
2,612
+50
| +2% | +$8.16K | 0.41% | 31 |
|
|
2022
Q4 | $460K | Hold |
2,562
| – | – | 0.51% | 28 |
|
|
2022
Q3 | $368K | Buy |
2,562
+34
| +1% | +$4.88K | 0.46% | 30 |
|
|
2022
Q2 | $366K | Sell |
2,528
-104
| -4% | -$15.1K | 0.45% | 35 |
|
|
2022
Q1 | $429K | Buy |
2,632
+190
| +8% | +$31K | 0.34% | 44 |
|
|
2021
Q4 | $287K | Buy |
2,442
+120
| +5% | +$14.1K | 0.22% | 58 |
|
|
2021
Q3 | $236K | Sell |
2,322
-5,000
| -68% | -$508K | 0.2% | 66 |
|
|
2021
Q2 | $767K | Hold |
7,322
| – | – | 0.61% | 31 |
|
|
2021
Q1 | $767K | Buy |
7,322
+169
| +2% | +$17.7K | 0.68% | 30 |
|
|
2020
Q4 | $604K | Buy |
+7,153
| New | +$604K | 0.56% | 32 |
|