Aspect Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
1,084
+53
| +5% | +$7.59K | 0.08% | 90 |
|
|
2025
Q1 | $172K | Buy |
1,031
+14
| +1% | +$2.34K | 0.1% | 74 |
|
|
2024
Q4 | $147K | Buy |
1,017
+3
| +0.3% | +$435 | 0.09% | 82 |
|
|
2024
Q3 | $149K | Buy |
1,014
+10
| +1% | +$1.47K | 0.08% | 76 |
|
|
2024
Q2 | $157K | Hold |
1,004
| – | – | 0.09% | 80 |
|
|
2024
Q1 | $158K | Hold |
1,004
| – | – | 0.13% | 76 |
|
|
2023
Q4 | $150K | Buy |
+1,004
| New | +$150K | 0.1% | 77 |
|