WealthSpring Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.45M | Buy |
14,506
+478
| +3% | +$80.6K | 1.83% | 12 |
|
|
2023
Q2 | $2.21M | Buy |
14,028
+50
| +0.4% | +$7.87K | 1.6% | 13 |
|
|
2023
Q1 | $2.28M | Sell |
13,978
-6
| -0% | -$979 | 1.76% | 13 |
|
|
2022
Q4 | $2.51M | Sell |
13,984
-432
| -3% | -$77.5K | 1.96% | 13 |
|
|
2022
Q3 | $2.07M | Buy |
+14,416
| New | +$2.07M | 1.83% | 13 |
|