Unionview LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $311K | Buy |
2,149
+70
| +3% | +$10.1K | 0.23% | 63 |
|
2024
Q3 | $306K | Buy |
2,079
+12
| +0.6% | +$1.77K | 0.24% | 63 |
|
2024
Q2 | $323K | Buy |
2,067
+18
| +0.9% | +$2.82K | 0.26% | 59 |
|
2024
Q1 | $323K | Buy |
2,049
+14
| +0.7% | +$2.21K | 0.27% | 58 |
|
2023
Q4 | $304K | Sell |
2,035
-71
| -3% | -$10.6K | 0.27% | 60 |
|
2023
Q3 | $355K | Buy |
2,106
+47
| +2% | +$7.93K | 0.34% | 51 |
|
2023
Q2 | $324K | Buy |
2,059
+66
| +3% | +$10.4K | 0.3% | 57 |
|
2023
Q1 | $325K | Buy |
1,993
+10
| +0.5% | +$1.63K | 0.31% | 57 |
|
2022
Q4 | $356K | Sell |
1,983
-91
| -4% | -$16.3K | 0.36% | 54 |
|
2022
Q3 | $298K | Buy |
2,074
+9
| +0.4% | +$1.29K | 0.34% | 55 |
|
2022
Q2 | $299K | Sell |
2,065
-168
| -8% | -$24.3K | 0.33% | 55 |
|
2022
Q1 | $364K | Sell |
2,233
-60
| -3% | -$9.78K | 0.34% | 54 |
|
2021
Q4 | $269K | Buy |
+2,293
| New | +$269K | 0.25% | 73 |
|