Willow Creek Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,684
| Closed | -$244K | – | 121 |
|
|
2022
Q2 | $244K | Buy |
+1,684
| New | +$244K | 0.05% | 105 |
|
|
2020
Q4 | – | Sell |
-3,458
| Closed | -$249K | – | 91 |
|
|
2020
Q3 | $249K | Hold |
3,458
| – | – | 0.1% | 70 |
|
|
2020
Q2 | $309K | Sell |
3,458
-124
| -3% | -$11.1K | 0.14% | 45 |
|
|
2020
Q1 | $260K | Buy |
3,582
+1,103
| +44% | +$80.1K | 0.13% | 49 |
|
|
2019
Q4 | $299K | Sell |
2,479
-618
| -20% | -$74.5K | 0.14% | 57 |
|
|
2019
Q3 | $367K | Hold |
3,097
| – | – | 0.17% | 43 |
|
|
2019
Q2 | $385K | Hold |
3,097
| – | – | 0.18% | 42 |
|
|
2019
Q1 | $382K | Buy |
3,097
+91
| +3% | +$11.2K | 0.19% | 42 |
|
|
2018
Q4 | $327K | Sell |
3,006
-114
| -4% | -$12.4K | 0.17% | 43 |
|
|
2018
Q3 | $382K | Sell |
3,120
-315
| -9% | -$38.6K | 0.21% | 41 |
|
|
2018
Q2 | $434K | Sell |
3,435
-1,679
| -33% | -$212K | 0.24% | 33 |
|
|
2018
Q1 | $583K | Buy |
+5,114
| New | +$583K | 0.31% | 30 |
|