3IP
3Chopt Investment Partners’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.74M | Buy |
12,164
+148
| +1% | +$21.2K | 0.42% | 60 |
|
2025
Q1 | $2.01M | Buy |
12,016
+1,916
| +19% | +$321K | 0.53% | 50 |
|
2024
Q4 | $1.46M | Buy |
+10,100
| New | +$1.46M | 0.5% | 56 |
|
2024
Q3 | – | Sell |
-10,570
| Closed | -$1.65M | – | 97 |
|
2024
Q2 | $1.65M | Buy |
10,570
+239
| +2% | +$37.4K | 0.5% | 46 |
|
2024
Q1 | $1.63M | Buy |
10,331
+481
| +5% | +$75.9K | 0.67% | 46 |
|
2023
Q4 | $1.47M | Buy |
+9,850
| New | +$1.47M | 0.54% | 51 |
|
2023
Q3 | – | Sell |
-8,959
| Closed | -$1.41M | – | 78 |
|
2023
Q2 | $1.41M | Buy |
8,959
+95
| +1% | +$14.9K | 0.71% | 47 |
|
2023
Q1 | $1.45M | Buy |
8,864
+899
| +11% | +$147K | 0.77% | 44 |
|
2022
Q4 | $1.43M | Buy |
+7,965
| New | +$1.43M | 0.78% | 43 |
|