Triad Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $837K | Buy |
4,964
+210
| +4% | +$35.4K | 0.29% | 37 |
|
|
2023
Q2 | $748K | Buy |
4,754
+4
| +0.1% | +$629 | 0.31% | 37 |
|
|
2023
Q1 | $775K | Buy |
4,750
+10
| +0.2% | +$1.63K | 0.34% | 36 |
|
|
2022
Q4 | $851K | Buy |
4,740
+20
| +0.4% | +$3.59K | 0.38% | 36 |
|
|
2022
Q3 | $678K | Buy |
4,720
+42
| +0.9% | +$6.03K | 0.37% | 37 |
|
|
2022
Q2 | $677K | Sell |
4,678
-73
| -2% | -$10.6K | 0.38% | 34 |
|
|
2022
Q1 | $774K | Sell |
4,751
-468
| -9% | -$76.2K | 0.41% | 32 |
|
|
2021
Q4 | $612K | Buy |
+5,219
| New | +$612K | 0.36% | 40 |
|