US Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,337
| Closed | -$336K | – | 79 |
|
|
2022
Q3 | $336K | Hold |
2,337
| – | – | 0.19% | 39 |
|
|
2022
Q2 | $338K | Hold |
2,337
| – | – | 0.19% | 37 |
|
|
2022
Q1 | $381K | Hold |
2,337
| – | – | 0.18% | 42 |
|
|
2021
Q4 | $274K | Hold |
2,337
| – | – | 0.12% | 55 |
|
|
2021
Q3 | $237K | Hold |
2,337
| – | – | 0.12% | 56 |
|
|
2021
Q2 | $245K | Sell |
2,337
-1,607
| -41% | -$168K | 0.12% | 63 |
|
|
2021
Q1 | $413K | Buy |
3,944
+1,163
| +42% | +$122K | 0.11% | 96 |
|
|
2020
Q4 | $235K | Buy |
+2,781
| New | +$235K | 0.07% | 114 |
|
|
2016
Q2 | – | Sell |
-12
| Closed | -$1K | – | 117 |
|
|
2016
Q1 | $1K | Sell |
12
-325
| -96% | -$27.1K | ﹤0.01% | 376 |
|
|
2015
Q4 | $30K | Buy |
337
+299
| +787% | +$26.6K | 0.03% | 192 |
|
|
2015
Q3 | $3K | Hold |
38
| – | – | 0.01% | 352 |
|
|
2015
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 305 |
|
|
2015
Q1 | $4K | Sell |
38
-801
| -95% | -$84.3K | ﹤0.01% | 328 |
|
|
2014
Q4 | $94K | Buy |
+839
| New | +$94K | 0.08% | 76 |
|