Zimmermann Investment Management & Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,505
| Closed | -$235K | – | 147 |
|
|
2024
Q2 | $235K | Sell |
1,505
-379
| -20% | -$59.3K | 0.08% | 119 |
|
|
2024
Q1 | $297K | Sell |
1,884
-713
| -27% | -$112K | 0.11% | 112 |
|
|
2023
Q4 | $387K | Buy |
2,597
+173
| +7% | +$25.8K | 0.16% | 82 |
|
|
2023
Q3 | $409K | Sell |
2,424
-265
| -10% | -$44.7K | 0.2% | 76 |
|
|
2023
Q2 | $423K | Buy |
2,689
+335
| +14% | +$52.7K | 0.2% | 72 |
|
|
2023
Q1 | $384K | Buy |
2,354
+338
| +17% | +$55.2K | 0.2% | 79 |
|
|
2022
Q4 | $362K | Buy |
2,016
+228
| +13% | +$40.9K | 0.21% | 70 |
|
|
2022
Q3 | $257K | Sell |
1,788
-44
| -2% | -$6.32K | 0.16% | 77 |
|
|
2022
Q2 | $265K | Buy |
+1,832
| New | +$265K | 0.18% | 78 |
|