Berger Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
3,980
-439
| -10% | -$62.9K | 0.04% | 251 |
|
|
2025
Q1 | $739K | Buy |
4,419
+92
| +2% | +$15.4K | 0.05% | 212 |
|
|
2024
Q4 | $627K | Sell |
4,327
-112
| -3% | -$16.2K | 0.04% | 225 |
|
|
2024
Q3 | $654K | Buy |
4,439
+585
| +15% | +$86.2K | 0.05% | 197 |
|
|
2024
Q2 | $603K | Buy |
3,854
+549
| +17% | +$85.9K | 0.05% | 189 |
|
|
2024
Q1 | $521K | Buy |
3,305
+67
| +2% | +$10.6K | 0.04% | 200 |
|
|
2023
Q4 | $483K | Buy |
3,238
+29
| +0.9% | +$4.33K | 0.05% | 169 |
|
|
2023
Q3 | $541K | Buy |
3,209
+6
| +0.2% | +$1.01K | 0.06% | 153 |
|
|
2023
Q2 | $504K | Buy |
3,203
+5
| +0.2% | +$787 | 0.06% | 155 |
|
|
2023
Q1 | $522K | Buy |
3,198
+189
| +6% | +$30.8K | 0.06% | 150 |
|
|
2022
Q4 | $540K | Sell |
3,009
-194
| -6% | -$34.8K | 0.07% | 142 |
|
|
2022
Q3 | $460K | Sell |
3,203
-404
| -11% | -$58K | 0.07% | 148 |
|
|
2022
Q2 | $522K | Buy |
3,607
+565
| +19% | +$81.8K | 0.08% | 131 |
|
|
2022
Q1 | $495K | Buy |
3,042
+796
| +35% | +$130K | 0.06% | 150 |
|
|
2021
Q4 | $264K | Buy |
+2,246
| New | +$264K | 0.04% | 222 |
|