Waypoint Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $208K | Buy |
+1,410
| New | +$208K | 0.04% | 125 |
|
|
2024
Q1 | – | Sell |
-1,687
| Closed | -$252K | – | 118 |
|
|
2023
Q4 | $252K | Buy |
1,687
+368
| +28% | +$54.9K | 0.07% | 108 |
|
|
2023
Q3 | $222K | Buy |
+1,319
| New | +$222K | 0.07% | 108 |
|
|
2023
Q1 | – | Sell |
-1,216
| Closed | -$218K | – | 134 |
|
|
2022
Q4 | $218K | Buy |
+1,216
| New | +$218K | 0.08% | 124 |
|