Surevest’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.96M | Sell |
34,550
-593
| -2% | -$85.2K | 1.35% | 12 |
|
|
2022
Q2 | $5.09M | Buy |
35,143
+1,460
| +4% | +$211K | 1.33% | 14 |
|
|
2022
Q1 | $5.49M | Sell |
33,683
-17,408
| -34% | -$2.83M | 1.32% | 16 |
|
|
2021
Q4 | $6M | Sell |
51,091
-5,264
| -9% | -$618K | 1.42% | 17 |
|
|
2021
Q3 | $5.72M | Buy |
56,355
+3,652
| +7% | +$370K | 1.44% | 16 |
|
|
2021
Q2 | $5.52M | Sell |
52,703
-388
| -0.7% | -$40.6K | 1.44% | 16 |
|
|
2021
Q1 | $5.56M | Buy |
53,091
+3,655
| +7% | +$383K | 1.68% | 9 |
|
|
2020
Q4 | $4.18M | Buy |
49,436
+3,451
| +8% | +$291K | 1.39% | 26 |
|
|
2020
Q3 | $3.31M | Buy |
45,985
+6,988
| +18% | +$503K | 1.3% | 46 |
|
|
2020
Q2 | $3.48M | Buy |
38,997
+3,993
| +11% | +$356K | 1.54% | 18 |
|
|
2020
Q1 | $2.54M | Buy |
35,004
+17,331
| +98% | +$1.26M | 1.38% | 25 |
|
|
2019
Q4 | $2.13M | Buy |
17,673
+6,096
| +53% | +$735K | 0.91% | 43 |
|
|
2019
Q3 | $1.37M | Buy |
11,577
+1,261
| +12% | +$150K | 0.68% | 66 |
|
|
2019
Q2 | $1.28M | Buy |
10,316
+4,214
| +69% | +$525K | 0.67% | 61 |
|
|
2019
Q1 | $752K | Buy |
6,102
+3,573
| +141% | +$440K | 0.46% | 62 |
|
|
2018
Q4 | $275K | Buy |
+2,529
| New | +$275K | 0.22% | 97 |
|