Aft Forsyth & Sober’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
13,300
+250
| +2% | +$35.8K | 0.64% | 37 |
|
|
2025
Q1 | $2.18M | Buy |
13,050
+150
| +1% | +$25.1K | 0.76% | 42 |
|
|
2024
Q4 | $1.87M | Hold |
12,900
| – | – | 0.61% | 43 |
|
|
2024
Q3 | $1.9M | Hold |
12,900
| – | – | 0.62% | 47 |
|
|
2024
Q2 | $2.02M | Hold |
12,900
| – | – | 0.69% | 40 |
|
|
2024
Q1 | $2.03M | Sell |
12,900
-550
| -4% | -$86.8K | 0.72% | 43 |
|
|
2023
Q4 | $2.01M | Hold |
13,450
| – | – | 0.77% | 38 |
|
|
2023
Q3 | $2.27M | Hold |
13,450
| – | – | 0.96% | 24 |
|
|
2023
Q2 | $2.12M | Buy |
13,450
+550
| +4% | +$86.5K | 0.88% | 24 |
|
|
2023
Q1 | $2.1M | Sell |
12,900
-550
| -4% | -$89.7K | 1.06% | 20 |
|
|
2022
Q4 | $2.41M | Hold |
13,450
| – | – | 1.09% | 16 |
|
|
2022
Q3 | $1.93M | Hold |
13,450
| – | – | 0.94% | 20 |
|
|
2022
Q2 | $1.95M | Hold |
13,450
| – | – | 0.91% | 23 |
|
|
2022
Q1 | $2.19M | Hold |
13,450
| – | – | 0.86% | 25 |
|
|
2021
Q4 | $1.58M | Hold |
13,450
| – | – | 0.55% | 48 |
|
|
2021
Q3 | $1.37M | Buy |
13,450
+300
| +2% | +$30.4K | 0.51% | 53 |
|
|
2021
Q2 | $1.38M | Hold |
13,150
| – | – | 0.52% | 39 |
|
|
2021
Q1 | $1.38M | Buy |
+13,150
| New | +$1.38M | 0.56% | 36 |
|