TRUADVICE’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $585K | Sell |
4,089
-634
| -13% | -$90.6K | 0.23% | 111 |
|
|
2023
Q2 | $760K | Buy |
4,723
+100
| +2% | +$16.1K | 0.28% | 93 |
|
|
2023
Q1 | $779K | Buy |
4,623
+2,611
| +130% | +$440K | 0.31% | 82 |
|
|
2022
Q4 | $363K | Buy |
2,012
+274
| +16% | +$49.5K | 0.19% | 108 |
|
|
2022
Q3 | $317K | Buy |
1,738
+273
| +19% | +$49.8K | 0.18% | 105 |
|
|
2022
Q2 | $221K | Buy |
+1,465
| New | +$221K | 0.12% | 137 |
|
|
2021
Q3 | – | Sell |
-6,511
| Closed | -$655K | – | 156 |
|
|
2021
Q2 | $655K | Buy |
6,511
+540
| +9% | +$54.3K | 0.14% | 140 |
|
|
2021
Q1 | $638K | Sell |
5,971
-1,184
| -17% | -$127K | 0.19% | 104 |
|
|
2020
Q4 | $631K | Buy |
7,155
+1,206
| +20% | +$106K | 0.19% | 117 |
|
|
2020
Q3 | $439K | Buy |
+5,949
| New | +$439K | 0.18% | 117 |
|