WR Wealth Planners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $196K | Buy |
1,355
+91
| +7% | +$13.2K | 0.06% | 157 |
|
|
2024
Q3 | $186K | Sell |
1,264
-19
| -1% | -$2.8K | 0.05% | 197 |
|
|
2024
Q2 | $201K | Buy |
1,283
+19
| +2% | +$2.97K | 0.06% | 169 |
|
|
2024
Q1 | $199K | Buy |
+1,264
| New | +$199K | 0.06% | 171 |
|
|
2023
Q4 | – | Sell |
-1,150
| Closed | -$194K | – | 328 |
|
|
2023
Q3 | $194K | Buy |
1,150
+279
| +32% | +$47K | 0.07% | 175 |
|
|
2023
Q2 | $137K | Sell |
871
-39
| -4% | -$6.14K | 0.05% | 206 |
|
|
2023
Q1 | $148K | Buy |
910
+537
| +144% | +$87.6K | 0.06% | 187 |
|
|
2022
Q4 | $67K | Buy |
373
+2
| +0.5% | +$359 | 0.04% | 154 |
|
|
2022
Q3 | $53.3K | Buy |
371
+2
| +0.5% | +$287 | 0.04% | 158 |
|
|
2022
Q2 | $53.4K | Buy |
369
+2
| +0.5% | +$289 | 0.04% | 163 |
|
|
2022
Q1 | $59.7K | Buy |
+367
| New | +$59.7K | 0.04% | 159 |
|