Stonehearth Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,483
| Closed | -$234K | – | 83 |
|
|
2024
Q1 | $234K | Hold |
1,483
| – | – | 0.11% | 63 |
|
|
2023
Q4 | $221K | Hold |
1,483
| – | – | 0.11% | 68 |
|
|
2023
Q3 | $250K | Hold |
1,483
| – | – | 0.14% | 56 |
|
|
2023
Q2 | $233K | Sell |
1,483
-140
| -9% | -$22K | 0.12% | 65 |
|
|
2023
Q1 | $265K | Sell |
1,623
-36
| -2% | -$5.87K | 0.14% | 52 |
|
|
2022
Q4 | $298K | Hold |
1,659
| – | – | 0.17% | 49 |
|
|
2022
Q3 | $238K | Buy |
1,659
+176
| +12% | +$25.2K | 0.15% | 51 |
|
|
2022
Q2 | $212K | Hold |
1,483
| – | – | 0.12% | 64 |
|
|
2022
Q1 | $241K | Buy |
+1,483
| New | +$241K | 0.13% | 63 |
|