Algert Global’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $372K | Sell |
2,600
-1,092
| -30% | -$156K | 0.01% | 994 |
|
2025
Q1 | $618K | Buy |
3,692
+682
| +23% | +$114K | 0.02% | 864 |
|
2024
Q4 | $436K | Buy |
3,010
+540
| +22% | +$78.2K | 0.01% | 937 |
|
2024
Q3 | $364K | Buy |
+2,470
| New | +$364K | 0.01% | 967 |
|
2023
Q3 | – | Sell |
-1,307
| Closed | -$206K | – | 1135 |
|
2023
Q2 | $206K | Buy |
+1,307
| New | +$206K | 0.01% | 979 |
|