Ten Capital Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $648K | Buy |
4,121
+397
| +11% | +$62.4K | 0.19% | 44 |
|
|
2023
Q1 | $608K | Buy |
3,724
+704
| +23% | +$115K | 0.2% | 42 |
|
|
2022
Q4 | $542K | Sell |
3,020
-162
| -5% | -$29.1K | 0.22% | 42 |
|
|
2022
Q3 | $457K | Buy |
3,182
+243
| +8% | +$34.9K | 0.21% | 47 |
|
|
2022
Q2 | $426K | Hold |
2,939
| – | – | 0.19% | 50 |
|
|
2022
Q1 | $479K | Buy |
2,939
+1,029
| +54% | +$168K | 0.2% | 45 |
|
|
2021
Q4 | $224K | Sell |
1,910
-90
| -5% | -$10.6K | 0.09% | 66 |
|
|
2021
Q3 | $203K | Sell |
2,000
-250
| -11% | -$25.4K | 0.09% | 66 |
|
|
2021
Q2 | $236K | Hold |
2,250
| – | – | 0.05% | 124 |
|
|
2021
Q1 | $235K | Hold |
2,250
| – | – | 0.06% | 121 |
|
|
2020
Q4 | $190K | Buy |
+2,250
| New | +$190K | 0.05% | 127 |
|