Steward Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $78K | Sell |
465
-4
| -0.9% | -$671 | 0.02% | 109 |
|
|
2023
Q2 | $73K | Buy |
+469
| New | +$73K | 0.02% | 112 |
|
|
2022
Q3 | – | Sell |
-252
| Closed | -$36K | – | 384 |
|
|
2022
Q2 | $36K | Sell |
252
-6
| -2% | -$857 | 0.03% | 119 |
|
|
2022
Q1 | $42K | Buy |
258
+233
| +932% | +$37.9K | 0.04% | 96 |
|
|
2021
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 223 |
|