Sweet Financial Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.73M | Sell |
11,729
-139
| -1% | -$20.5K | 0.37% | 61 |
|
|
2024
Q2 | $1.86M | Buy |
11,868
+447
| +4% | +$69.9K | 0.42% | 53 |
|
|
2024
Q1 | $1.8M | Sell |
11,421
-26
| -0.2% | -$4.1K | 0.42% | 52 |
|
|
2023
Q4 | $1.71M | Buy |
11,447
+2,686
| +31% | +$401K | 0.41% | 52 |
|
|
2023
Q3 | $1.48M | Buy |
+8,761
| New | +$1.48M | 0.39% | 56 |
|
|
2023
Q2 | – | Sell |
-9,165
| Closed | -$1.5M | – | 178 |
|
|
2023
Q1 | $1.5M | Sell |
9,165
-285
| -3% | -$46.5K | 0.41% | 43 |
|
|
2022
Q4 | $1.7M | Buy |
9,450
+73
| +0.8% | +$13.1K | 0.5% | 29 |
|
|
2022
Q3 | $1.35M | Buy |
9,377
+20
| +0.2% | +$2.87K | 0.43% | 29 |
|
|
2022
Q2 | $1.36M | Buy |
9,357
+116
| +1% | +$16.8K | 0.42% | 32 |
|
|
2022
Q1 | $1.51M | Buy |
9,241
+758
| +9% | +$123K | 0.4% | 33 |
|
|
2021
Q4 | $995K | Buy |
+8,483
| New | +$995K | 0.41% | 34 |
|