Vivid Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.83M | Sell |
15,612
-1,064
| -6% | -$125K | 0.68% | 33 |
|
|
2021
Q3 | $1.69M | Sell |
16,676
-1,259
| -7% | -$128K | 0.69% | 32 |
|
|
2021
Q2 | $1.88M | Sell |
17,935
-268
| -1% | -$28.1K | 0.77% | 30 |
|
|
2021
Q1 | $1.91M | Buy |
18,203
+7,638
| +72% | +$801K | 0.88% | 27 |
|
|
2020
Q4 | $892K | Sell |
10,565
-808
| -7% | -$68.2K | 0.43% | 38 |
|
|
2020
Q3 | $819K | Buy |
11,373
+1,346
| +13% | +$96.9K | 0.5% | 31 |
|
|
2020
Q2 | $895K | Buy |
10,027
+120
| +1% | +$10.7K | 0.56% | 29 |
|
|
2020
Q1 | $718K | Buy |
9,907
+117
| +1% | +$8.48K | 0.94% | 31 |
|
|
2019
Q4 | $1.07M | Buy |
+9,790
| New | +$1.07M | 1.14% | 20 |
|