Axiom Financial Strategies’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,750
| Closed | -$293K | – | 50 |
|
|
2025
Q1 | $293K | Buy |
1,750
+6
| +0.3% | +$1K | 0.17% | 31 |
|
|
2024
Q4 | $253K | Sell |
1,744
-4
| -0.2% | -$579 | 0.14% | 32 |
|
|
2024
Q3 | $257K | Buy |
+1,748
| New | +$257K | 0.14% | 36 |
|
|
2024
Q2 | – | Sell |
-1,601
| Closed | -$253K | – | 30 |
|
|
2024
Q1 | $253K | Sell |
1,601
-1
| -0.1% | -$158 | 0.16% | 29 |
|
|
2023
Q4 | $239K | Buy |
+1,602
| New | +$239K | 0.16% | 31 |
|
|
2022
Q4 | – | Sell |
-6,857
| Closed | -$985K | – | 44 |
|
|
2022
Q3 | $985K | Sell |
6,857
-390
| -5% | -$56K | 0.52% | 29 |
|
|
2022
Q2 | $1.05M | Sell |
7,247
-88
| -1% | -$12.7K | 0.55% | 28 |
|
|
2022
Q1 | $1.16M | Buy |
7,335
+1,476
| +25% | +$232K | 0.58% | 30 |
|
|
2021
Q4 | $688K | Sell |
5,859
-84
| -1% | -$9.86K | 0.31% | 37 |
|
|
2021
Q3 | $603K | Buy |
5,943
+7
| +0.1% | +$710 | 0.28% | 39 |
|
|
2021
Q2 | $622K | Sell |
5,936
-152
| -2% | -$15.9K | 0.29% | 36 |
|
|
2021
Q1 | $638K | Sell |
6,088
-202
| -3% | -$21.2K | 0.31% | 36 |
|
|
2020
Q4 | $453K | Hold |
6,290
| – | – | 0.27% | 41 |
|
|
2020
Q3 | $453K | Sell |
6,290
-131
| -2% | -$9.43K | 0.27% | 41 |
|
|
2020
Q2 | $573K | Buy |
6,421
+337
| +6% | +$30.1K | 0.37% | 35 |
|
|
2020
Q1 | $441K | Buy |
+6,084
| New | +$441K | 0.36% | 38 |
|