Barrett & Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Hold |
6,412
| – | – | 0.34% | 50 |
|
|
2025
Q1 | $1.07M | Buy |
6,412
+71
| +1% | +$11.9K | 0.46% | 40 |
|
|
2024
Q4 | $918K | Hold |
6,341
| – | – | 0.39% | 46 |
|
|
2024
Q3 | $934K | Hold |
6,341
| – | – | 0.4% | 43 |
|
|
2024
Q2 | $992K | Buy |
6,341
+3
| +0% | +$469 | 0.45% | 41 |
|
|
2024
Q1 | $1,000K | Hold |
6,338
| – | – | 0.47% | 41 |
|
|
2023
Q4 | $945K | Hold |
6,338
| – | – | 0.51% | 41 |
|
|
2023
Q3 | $1.07M | Hold |
6,338
| – | – | 0.63% | 32 |
|
|
2023
Q2 | $997K | Buy |
6,338
+150
| +2% | +$23.6K | 0.58% | 32 |
|
|
2023
Q1 | $1.01M | Buy |
6,188
+75
| +1% | +$12.2K | 0.64% | 31 |
|
|
2022
Q4 | $1.1M | Hold |
6,113
| – | – | 0.72% | 31 |
|
|
2022
Q3 | $1.1M | Buy |
+6,113
| New | +$1.1M | 0.72% | 31 |
|