Aspen Grove Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
3,203
+509
| +19% | +$72.9K | 0.08% | 121 |
|
|
2025
Q1 | $451K | Sell |
2,694
-20
| -0.7% | -$3.35K | 0.09% | 121 |
|
|
2024
Q4 | $393K | Sell |
2,714
-410
| -13% | -$59.4K | 0.08% | 122 |
|
|
2024
Q3 | $460K | Sell |
3,124
-613
| -16% | -$90.3K | 0.1% | 110 |
|
|
2024
Q2 | $585K | Buy |
3,737
+628
| +20% | +$98.3K | 0.14% | 89 |
|
|
2024
Q1 | $491K | Buy |
3,109
+385
| +14% | +$60.7K | 0.14% | 93 |
|
|
2023
Q4 | $410K | Hold |
2,724
| – | – | 0.12% | 101 |
|
|
2023
Q3 | $459K | Buy |
2,724
+366
| +16% | +$61.7K | 0.17% | 89 |
|
|
2023
Q2 | $371K | Buy |
2,358
+333
| +16% | +$52.4K | 0.12% | 126 |
|
|
2023
Q1 | $330K | Sell |
2,025
-1,060
| -34% | -$173K | 0.14% | 108 |
|
|
2022
Q4 | $554K | Buy |
+3,085
| New | +$554K | 0.26% | 75 |
|