Strategic Wealth Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $628K | Sell |
5,997
-135
| -2% | -$14.1K | 0.23% | 56 |
|
|
2021
Q1 | $643K | Sell |
6,132
-295
| -5% | -$30.9K | 0.25% | 58 |
|
|
2020
Q4 | $543K | Sell |
6,427
-174
| -3% | -$14.7K | 0.23% | 61 |
|
|
2020
Q3 | $475K | Buy |
6,601
+1,128
| +21% | +$81.2K | 0.23% | 60 |
|
|
2020
Q2 | $488K | Buy |
5,473
+91
| +2% | +$8.11K | 0.29% | 50 |
|
|
2020
Q1 | $390K | Sell |
5,382
-123
| -2% | -$8.91K | 0.29% | 47 |
|
|
2019
Q4 | $663K | Buy |
5,505
+148
| +3% | +$17.8K | 0.43% | 34 |
|
|
2019
Q3 | $635K | Sell |
5,357
-64
| -1% | -$7.59K | 0.46% | 35 |
|
|
2019
Q2 | $675K | Buy |
5,421
+67
| +1% | +$8.34K | 0.51% | 33 |
|
|
2019
Q1 | $660K | Buy |
5,354
+472
| +10% | +$58.2K | 0.54% | 32 |
|
|
2018
Q4 | $531K | Buy |
+4,882
| New | +$531K | 0.51% | 37 |
|