SA
Syntax Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $744K | Sell |
4,415
-211
| -5% | -$35.6K | 0.66% | 6 |
|
|
2023
Q2 | $728K | Sell |
4,626
-155
| -3% | -$24.4K | 0.59% | 9 |
|
|
2023
Q1 | $780K | Buy |
4,781
+207
| +5% | +$33.8K | 0.59% | 8 |
|
|
2022
Q4 | $821K | Sell |
4,574
-540
| -11% | -$96.9K | 0.68% | 4 |
|
|
2022
Q3 | $735K | Buy |
5,114
+742
| +17% | +$107K | 0.63% | 6 |
|
|
2022
Q2 | $633K | Buy |
4,372
+89
| +2% | +$12.9K | 0.53% | 11 |
|
|
2022
Q1 | $697K | Sell |
4,283
-2,713
| -39% | -$442K | 0.59% | 10 |
|
|
2021
Q4 | $821K | Buy |
+6,996
| New | +$821K | 0.61% | 8 |
|