Baron Silver Stevens Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
3,913
+474
| +14% | +$67.9K | 0.09% | 75 |
|
|
2025
Q1 | $575K | Buy |
3,439
+225
| +7% | +$37.6K | 0.1% | 67 |
|
|
2024
Q4 | $466K | Buy |
3,214
+433
| +16% | +$62.7K | 0.08% | 74 |
|
|
2024
Q3 | $410K | Buy |
2,781
+145
| +6% | +$21.4K | 0.07% | 77 |
|
|
2024
Q2 | $412K | Sell |
2,636
-464
| -15% | -$72.6K | 0.08% | 75 |
|
|
2024
Q1 | $489K | Buy |
3,100
+841
| +37% | +$133K | 0.09% | 71 |
|
|
2023
Q4 | $337K | Hold |
2,259
| – | – | 0.07% | 78 |
|
|
2023
Q3 | $381K | Buy |
2,259
+370
| +20% | +$62.4K | 0.09% | 68 |
|
|
2023
Q2 | $297K | Hold |
1,889
| – | – | 0.07% | 81 |
|
|
2023
Q1 | $308K | Buy |
1,889
+308
| +19% | +$50.3K | 0.08% | 72 |
|
|
2022
Q4 | $284K | Buy |
+1,581
| New | +$284K | 0.07% | 74 |
|
|
2022
Q3 | – | Sell |
-2,978
| Closed | -$431K | – | 110 |
|
|
2022
Q2 | $431K | Buy |
2,978
+1,479
| +99% | +$214K | 0.11% | 61 |
|
|
2022
Q1 | $244K | Buy |
+1,499
| New | +$244K | 0.06% | 86 |
|
|
2021
Q1 | – | Sell |
-1,002
| Closed | -$84K | – | 140 |
|
|
2020
Q4 | $84K | Buy |
+1,002
| New | +$84K | 0.03% | 107 |
|