Altiora Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
4,115
+2
| +0% | +$286 | 0.12% | 60 |
|
|
2025
Q1 | $688K | Sell |
4,113
-11
| -0.3% | -$1.84K | 0.15% | 55 |
|
|
2024
Q4 | $597K | Sell |
4,124
-6
| -0.1% | -$869 | 0.13% | 60 |
|
|
2024
Q3 | $608K | Hold |
4,130
| – | – | 0.13% | 63 |
|
|
2024
Q2 | $646K | Hold |
4,130
| – | – | 0.16% | 55 |
|
|
2024
Q1 | $651K | Sell |
4,130
-100
| -2% | -$15.8K | 0.18% | 46 |
|
|
2023
Q4 | $631K | Hold |
4,230
| – | – | 0.18% | 46 |
|
|
2023
Q3 | $713K | Hold |
4,230
| – | – | 0.33% | 31 |
|
|
2023
Q2 | $666K | Buy |
4,230
+1
| +0% | +$157 | 0.29% | 32 |
|
|
2023
Q1 | $690K | Buy |
4,229
+17
| +0.4% | +$2.77K | 0.32% | 32 |
|
|
2022
Q4 | $756K | Buy |
+4,212
| New | +$756K | 0.38% | 28 |
|