SWS 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 | – | Sell |
-521
| Closed | -$81.6K | – | 147 |
|
|
2024
Q2 | $81.6K | Buy |
+521
| New | +$81.6K | 0.02% | 138 |
|
|
2022
Q2 | – | Sell |
-370
| Closed | -$60K | – | 81 |
|
|
2022
Q1 | $60K | Buy |
+370
| New | +$60K | 0.04% | 81 |
|
|
2018
Q2 | – | Sell |
-134
| Closed | -$15K | – | 149 |
|
|
2018
Q1 | $15K | Sell |
134
-55
| -29% | -$6.16K | 0.01% | 233 |
|
|
2017
Q4 | $24K | Buy |
+189
| New | +$24K | 0.02% | 208 |
|