Birchbrook’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
3,259
+201
| +7% | +$28.8K | 0.25% | 52 |
|
|
2025
Q1 | $512K | Sell |
3,058
-124
| -4% | -$20.7K | 0.29% | 49 |
|
|
2024
Q4 | $461K | Sell |
3,182
-178
| -5% | -$25.8K | 0.26% | 48 |
|
|
2024
Q3 | $495K | Sell |
3,360
-50
| -1% | -$7.36K | 0.27% | 47 |
|
|
2024
Q2 | $533K | Buy |
3,410
+16
| +0.5% | +$2.5K | 0.32% | 47 |
|
|
2024
Q1 | $535K | Buy |
3,394
+10
| +0.3% | +$1.58K | 0.32% | 47 |
|
|
2023
Q4 | $505K | Buy |
+3,384
| New | +$505K | 0.33% | 49 |
|