Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,255
| Closed | -$212K | – | 65 |
|
|
2023
Q1 | $212K | Sell |
1,255
-403
| -24% | -$68.2K | 0.1% | 63 |
|
|
2022
Q4 | $298K | Buy |
1,658
+37
| +2% | +$6.64K | 0.16% | 48 |
|
|
2022
Q3 | $233K | Buy |
1,621
+134
| +9% | +$19.3K | 0.12% | 51 |
|
|
2022
Q2 | $215K | Buy |
+1,487
| New | +$215K | 0.1% | 53 |
|