WealthStone’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $984K | Buy |
9,396
+680
| +8% | +$71.2K | 0.34% | 44 |
|
|
2020
Q4 | $736K | Sell |
8,716
-428
| -5% | -$36.1K | 0.26% | 57 |
|
|
2020
Q3 | $658K | Buy |
9,144
+2,453
| +37% | +$177K | 0.3% | 53 |
|
|
2020
Q2 | $597K | Buy |
+6,691
| New | +$597K | 0.28% | 50 |
|
|
2019
Q3 | – | Sell |
-1,093
| Closed | -$136K | – | 192 |
|
|
2019
Q2 | $136K | Buy |
+1,093
| New | +$136K | 0.06% | 124 |
|