Windsor Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $289K | Sell |
1,715
-246
| -13% | -$41.5K | 0.05% | 126 |
|
|
2023
Q2 | $309K | Buy |
1,961
+263
| +15% | +$41.4K | 0.06% | 124 |
|
|
2023
Q1 | $286K | Buy |
1,698
+5
| +0.3% | +$842 | 0.06% | 131 |
|
|
2022
Q4 | $299K | Buy |
1,693
+7
| +0.4% | +$1.24K | 0.06% | 124 |
|
|
2022
Q3 | $270K | Sell |
1,686
-73
| -4% | -$11.7K | 0.07% | 121 |
|
|
2022
Q2 | $248K | Sell |
1,759
-544
| -24% | -$76.7K | 0.06% | 131 |
|
|
2022
Q1 | $391K | Buy |
2,303
+56
| +2% | +$9.51K | 0.07% | 169 |
|
|
2021
Q4 | $273K | Buy |
2,247
+293
| +15% | +$35.6K | 0.05% | 194 |
|
|
2021
Q3 | $204K | Sell |
1,954
-775
| -28% | -$80.9K | 0.04% | 219 |
|
|
2021
Q2 | $286K | Sell |
2,729
-885
| -24% | -$92.7K | 0.06% | 177 |
|
|
2021
Q1 | $379K | Buy |
+3,614
| New | +$379K | 0.09% | 159 |
|
|
2020
Q3 | – | Sell |
-8,323
| Closed | -$743K | – | 190 |
|
|
2020
Q2 | $743K | Sell |
8,323
-1,405
| -14% | -$125K | 0.24% | 94 |
|
|
2020
Q1 | $705K | Sell |
9,728
-1,018
| -9% | -$73.8K | 0.28% | 81 |
|
|
2019
Q4 | $1.3M | Sell |
10,746
-120
| -1% | -$14.5K | 0.48% | 51 |
|
|
2019
Q3 | $1.22M | Sell |
10,866
-631
| -5% | -$70.8K | 0.53% | 48 |
|
|
2019
Q2 | $1.44M | Buy |
11,497
+2,578
| +29% | +$322K | 0.63% | 40 |
|
|
2019
Q1 | $1.1M | Buy |
8,919
+260
| +3% | +$32K | 0.62% | 38 |
|
|
2018
Q4 | $942K | Buy |
8,659
+658
| +8% | +$71.6K | 0.64% | 41 |
|
|
2018
Q3 | $978K | Buy |
8,001
+388
| +5% | +$47.4K | 0.64% | 37 |
|
|
2018
Q2 | $963K | Buy |
7,613
+623
| +9% | +$78.8K | 0.75% | 29 |
|
|
2018
Q1 | $797K | Buy |
6,990
+153
| +2% | +$17.4K | 0.67% | 30 |
|
|
2017
Q4 | $856K | Buy |
+6,837
| New | +$856K | 0.74% | 30 |
|