Alpha Family Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,800
| Closed | -$636K | – | 194 |
|
|
2025
Q1 | $636K | Buy |
3,800
+2,415
| +174% | +$404K | 0.37% | 55 |
|
|
2024
Q4 | $201K | Buy |
+1,385
| New | +$201K | 0.11% | 156 |
|
|
2024
Q3 | – | Sell |
-4,330
| Closed | -$677K | – | 158 |
|
|
2024
Q2 | $677K | Hold |
4,330
| – | – | 0.4% | 48 |
|
|
2024
Q1 | $683K | Buy |
4,330
+480
| +12% | +$75.7K | 0.41% | 45 |
|
|
2023
Q4 | $574K | Sell |
3,850
-275
| -7% | -$41K | 0.39% | 47 |
|
|
2023
Q3 | $696K | Buy |
4,125
+1,350
| +49% | +$228K | 0.53% | 35 |
|
|
2023
Q2 | $437K | Sell |
2,775
-1,005
| -27% | -$158K | 0.3% | 55 |
|
|
2023
Q1 | $617K | Buy |
3,780
+275
| +8% | +$44.9K | 0.49% | 39 |
|
|
2022
Q4 | $629K | Buy |
3,505
+370
| +12% | +$66.4K | 0.57% | 36 |
|
|
2022
Q3 | $450K | Buy |
+3,135
| New | +$450K | 0.34% | 20 |
|