TAP Consulting’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,416
| Closed | -$380K | – | 137 |
|
|
2023
Q2 | $380K | Buy |
2,416
+30
| +1% | +$4.72K | 0.09% | 116 |
|
|
2023
Q1 | $389K | Buy |
2,386
+7
| +0.3% | +$1.14K | 0.1% | 109 |
|
|
2022
Q4 | $427K | Buy |
2,379
+6
| +0.3% | +$1.08K | 0.11% | 100 |
|
|
2022
Q3 | $341K | Buy |
2,373
+211
| +10% | +$30.3K | 0.09% | 107 |
|
|
2022
Q2 | $313K | Buy |
2,162
+6
| +0.3% | +$869 | 0.09% | 103 |
|
|
2022
Q1 | $351K | Buy |
2,156
+41
| +2% | +$6.68K | 0.09% | 112 |
|
|
2021
Q4 | $248K | Buy |
2,115
+6
| +0.3% | +$704 | 0.06% | 126 |
|
|
2021
Q3 | $214K | Sell |
2,109
-26
| -1% | -$2.64K | 0.06% | 127 |
|
|
2021
Q2 | $224K | Buy |
2,135
+180
| +9% | +$18.9K | 0.06% | 126 |
|
|
2021
Q1 | $205K | Buy |
+1,955
| New | +$205K | 0.06% | 121 |
|
|
2020
Q1 | – | Sell |
-2,270
| Closed | -$274K | – | 109 |
|
|
2019
Q4 | $274K | Buy |
2,270
+8
| +0.4% | +$966 | 0.15% | 92 |
|
|
2019
Q3 | $268K | Buy |
+2,262
| New | +$268K | 0.16% | 91 |
|
|
2019
Q1 | $277K | Buy |
+2,247
| New | +$277K | 0.21% | 78 |
|