XCEL WEALTH MANAGEMENT, LLC – Chevron Corporation Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$467,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-0.77%
quarter
Chevron Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.44% | -300 shares | -47K | $143.67 | 3.25K |
| Q2 2022 | share | Decrease | -40.64% | -2.43K shares | -461K | $144.78 | 3.55K |
| Q1 2022 | share | Decrease | -13.72% | -952 shares | 161K | $162.83 | 5.98K |
| Q4 2021 | share | Increase | +12.65% | 779 shares | 189K | $117.43 | 6.93K |
| Q3 2021 | share | Increase | +11.19% | 620 shares | 45K | $100.29 | 6.15K |
| Q2 2021 | share | Increase | +0.07% | 4 shares | 0 | $102.12 | 5.53K |
| Q1 2021 | share | Decrease | -22.75% | -1.63K shares | -25K | $100.9 | 5.53K |
| Q4 2020 | share | Decrease | -24.70% | -2.35K shares | -80K | $80.2 | 7.16K |
| Q3 2020 | share | Decrease | -22.76% | -2.80K shares | -414K | $67.38 | 9.51K |
| Q2 2020 | share | Decrease | -31.86% | -5.76K shares | -211K | $82.29 | 12.31K |
| Q1 2020 | share | Decrease | -0.24% | -43 shares | -873K | $65.91 | 18.07K |
| Q4 2019 | share | Increase | +2.43% | 430 shares | 85K | $108.34 | 18.12K |
| Q3 2019 | share | Decrease | -4.74% | -881 shares | -213K | $105.59 | 17.69K |
| Q2 2019 | share | Increase | +40.47% | 5.35K shares | 683K | $109.66 | 18.57K |
| Q1 2019 | share | Decrease | -14.91% | -2.31K shares | -62K | $107.49 | 13.22K |
| Q4 2018 | share | Increase | 0.00% | 15.53K shares | 1.69M | $93.99 | 15.53K |