Arrowroot Family Office’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
+4,376
| New | +$627K | 0.28% | 75 |
|
|
2024
Q4 | $605K | Sell |
4,175
-12
| -0.3% | -$1.74K | 0.31% | 69 |
|
|
2024
Q3 | $617K | Buy |
4,187
+2
| +0% | +$295 | 0.36% | 63 |
|
|
2024
Q2 | $655K | Sell |
4,185
-3
| -0.1% | -$469 | 0.42% | 63 |
|
|
2024
Q1 | $661K | Buy |
4,188
+1
| +0% | +$158 | 0.42% | 65 |
|
|
2023
Q4 | $625K | Buy |
+4,187
| New | +$625K | 0.44% | 60 |
|