VitalStone Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $212K | Sell |
1,441
-75
| -5% | -$11K | 0.14% | 101 |
|
|
2024
Q2 | $237K | Sell |
1,516
-16
| -1% | -$2.5K | 0.17% | 101 |
|
|
2024
Q1 | $242K | Buy |
1,532
+100
| +7% | +$15.8K | 0.18% | 98 |
|
|
2023
Q4 | $214K | Hold |
1,432
| – | – | 0.17% | 83 |
|
|
2023
Q3 | $205K | Buy |
1,432
+78
| +6% | +$11.2K | 0.17% | 81 |
|
|
2023
Q2 | $220K | Buy |
1,354
+428
| +46% | +$69.5K | 0.12% | 100 |
|
|
2023
Q1 | $109K | Sell |
926
-413
| -31% | -$48.6K | 0.09% | 82 |
|
|
2022
Q4 | $240K | Buy |
+1,339
| New | +$240K | 0.16% | 46 |
|