Vigilare Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,338
| Closed | -$211K | – | 86 |
|
|
2023
Q2 | $211K | Hold |
1,338
| – | – | 0.12% | 89 |
|
|
2023
Q1 | $218K | Hold |
1,338
| – | – | 0.12% | 95 |
|
|
2022
Q4 | $240K | Buy |
+1,338
| New | +$240K | 0.14% | 88 |
|
|
2022
Q2 | – | Sell |
-1,338
| Closed | -$218K | – | 116 |
|
|
2022
Q1 | $218K | Sell |
1,338
-5,467
| -80% | -$891K | 0.18% | 126 |
|
|
2021
Q4 | $799K | Buy |
6,805
+907
| +15% | +$106K | 0.47% | 53 |
|
|
2021
Q3 | $598K | Sell |
5,898
-823
| -12% | -$83.4K | 0.37% | 74 |
|
|
2021
Q2 | $704K | Buy |
6,721
+2,834
| +73% | +$297K | 0.43% | 55 |
|
|
2021
Q1 | $407K | Buy |
+3,887
| New | +$407K | 0.29% | 97 |
|
|
2020
Q2 | – | Sell |
-6,214
| Closed | -$450K | – | 124 |
|
|
2020
Q1 | $450K | Sell |
6,214
-3,409
| -35% | -$247K | 0.54% | 47 |
|
|
2019
Q4 | $1.02M | Buy |
+9,623
| New | +$1.02M | 0.68% | 41 |
|