Apexium Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
16,344
-2,457
| -13% | -$352K | 0.12% | 80 |
|
|
2025
Q1 | $3.15M | Buy |
18,801
+3,142
| +20% | +$526K | 0.19% | 59 |
|
|
2024
Q4 | $2.27M | Buy |
15,659
+7,527
| +93% | +$1.09M | 0.14% | 69 |
|
|
2024
Q3 | $1.2M | Buy |
8,132
+819
| +11% | +$121K | 0.08% | 86 |
|
|
2024
Q2 | $1.14M | Buy |
7,313
+77
| +1% | +$12K | 0.08% | 85 |
|
|
2024
Q1 | $1.14M | Sell |
7,236
-17,227
| -70% | -$2.72M | 0.09% | 84 |
|
|
2023
Q4 | $3.65M | Buy |
24,463
+18,525
| +312% | +$2.76M | 0.26% | 52 |
|
|
2023
Q3 | $1M | Buy |
5,938
+34
| +0.6% | +$5.73K | 0.1% | 83 |
|
|
2023
Q2 | $929K | Buy |
5,904
+539
| +10% | +$84.8K | 0.08% | 89 |
|
|
2023
Q1 | $875K | Sell |
5,365
-79
| -1% | -$12.9K | 0.09% | 91 |
|
|
2022
Q4 | $977K | Buy |
5,444
+443
| +9% | +$79.5K | 0.1% | 80 |
|
|
2022
Q3 | $719K | Buy |
+5,001
| New | +$719K | 0.09% | 94 |
|