Biltmore Family Office’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
2,868
-4,143
| -59% | -$593K | 0.07% | 141 |
|
|
2025
Q1 | $1.17M | Buy |
7,011
+4,938
| +238% | +$826K | 0.2% | 80 |
|
|
2024
Q4 | $300K | Buy |
2,073
+11
| +0.5% | +$1.59K | 0.05% | 169 |
|
|
2024
Q3 | $304K | Buy |
2,062
+181
| +10% | +$26.7K | 0.05% | 172 |
|
|
2024
Q2 | $294K | Buy |
1,881
+229
| +14% | +$35.8K | 0.05% | 156 |
|
|
2024
Q1 | $261K | Buy |
1,652
+8
| +0.5% | +$1.26K | 0.05% | 166 |
|
|
2023
Q4 | $245K | Hold |
1,644
| – | – | 0.05% | 172 |
|
|
2023
Q3 | $277K | Sell |
1,644
-35
| -2% | -$5.9K | 0.06% | 157 |
|
|
2023
Q2 | $264K | Sell |
1,679
-314
| -16% | -$49.4K | 0.06% | 157 |
|
|
2023
Q1 | $325K | Sell |
1,993
-1,508
| -43% | -$246K | 0.07% | 179 |
|
|
2022
Q4 | $628K | Buy |
3,501
+231
| +7% | +$41.5K | 0.13% | 106 |
|
|
2022
Q3 | $470K | Buy |
3,270
+65
| +2% | +$9.34K | 0.11% | 102 |
|
|
2022
Q2 | $464K | Sell |
3,205
-49
| -2% | -$7.09K | 0.12% | 110 |
|
|
2022
Q1 | $530K | Sell |
3,254
-3,079
| -49% | -$501K | 0.11% | 102 |
|
|
2021
Q4 | $743K | Buy |
6,333
+3,080
| +95% | +$361K | 0.14% | 99 |
|
|
2021
Q3 | $330K | Sell |
3,253
-211
| -6% | -$21.4K | 0.08% | 137 |
|
|
2021
Q2 | $363K | Buy |
3,464
+92
| +3% | +$9.64K | 0.1% | 127 |
|
|
2021
Q1 | $353K | Sell |
3,372
-236
| -7% | -$24.7K | 0.11% | 120 |
|
|
2020
Q4 | $305K | Buy |
3,608
+24
| +0.7% | +$2.03K | 0.09% | 131 |
|
|
2020
Q3 | $258K | Sell |
3,584
-7,462
| -68% | -$537K | 0.14% | 116 |
|
|
2020
Q2 | $986K | Sell |
11,046
-215
| -2% | -$19.2K | 0.59% | 44 |
|
|
2020
Q1 | $816K | Buy |
11,261
+455
| +4% | +$33K | 0.54% | 55 |
|
|
2019
Q4 | $1.3M | Buy |
10,806
+199
| +2% | +$24K | 0.52% | 49 |
|
|
2019
Q3 | $1.26M | Sell |
10,607
-7
| -0.1% | -$830 | 0.54% | 52 |
|
|
2019
Q2 | $1.32M | Sell |
10,614
-81
| -0.8% | -$10.1K | 0.72% | 41 |
|
|
2019
Q1 | $1.32M | Hold |
10,695
| – | – | 0.67% | 46 |
|
|
2018
Q4 | $1.16M | Buy |
10,695
+283
| +3% | +$30.8K | 0.66% | 48 |
|
|
2018
Q3 | $1.27M | Sell |
10,412
-1,377
| -12% | -$168K | 0.61% | 49 |
|
|
2018
Q2 | $1.49M | Sell |
11,789
-1,090
| -8% | -$138K | 0.74% | 42 |
|
|
2018
Q1 | $1.47M | Buy |
12,879
+1,000
| +8% | +$114K | 0.65% | 48 |
|
|
2017
Q4 | $1.49M | Buy |
+11,879
| New | +$1.49M | 0.67% | 47 |
|