Truepoint Inc’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,377
| Closed | -$203K | – | 132 |
|
|
2024
Q3 | $203K | Buy |
+1,377
| New | +$203K | 0.01% | 122 |
|
|
2024
Q1 | – | Sell |
-6,079
| Closed | -$907K | – | 153 |
|
|
2023
Q4 | $907K | Buy |
6,079
+1,998
| +49% | +$298K | 0.03% | 83 |
|
|
2023
Q3 | $688K | Buy |
4,081
+2,221
| +119% | +$374K | 0.02% | 100 |
|
|
2023
Q2 | $293K | Sell |
1,860
-983
| -35% | -$155K | 0.01% | 123 |
|
|
2023
Q1 | $464K | Buy |
2,843
+1,001
| +54% | +$163K | 0.02% | 96 |
|
|
2022
Q4 | $331K | Sell |
1,842
-50
| -3% | -$8.98K | 0.01% | 122 |
|
|
2022
Q3 | $272K | Buy |
+1,892
| New | +$272K | 0.01% | 131 |
|
|
2018
Q3 | – | Sell |
-2,047
| Closed | -$259K | – | 106 |
|
|
2018
Q2 | $259K | Buy |
+2,047
| New | +$259K | 0.02% | 92 |
|