Black Diamond Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Sell |
4,302
-97
| -2% | -$13.9K | 0.1% | 79 |
|
|
2025
Q1 | $736K | Buy |
4,399
+21
| +0.5% | +$3.51K | 0.11% | 71 |
|
|
2024
Q4 | $634K | Buy |
4,378
+2,452
| +127% | +$355K | 0.1% | 76 |
|
|
2024
Q3 | $284K | Buy |
1,926
+3
| +0.2% | +$442 | 0.05% | 111 |
|
|
2024
Q2 | $301K | Buy |
+1,923
| New | +$301K | 0.06% | 108 |
|
|
2022
Q2 | – | Sell |
-1,306
| Closed | -$213K | – | 120 |
|
|
2022
Q1 | $213K | Buy |
+1,306
| New | +$213K | 0.07% | 117 |
|
|
2020
Q1 | – | Sell |
-1,746
| Closed | -$210K | – | 74 |
|
|
2019
Q4 | $210K | Sell |
1,746
-495
| -22% | -$59.5K | 0.15% | 62 |
|
|
2019
Q3 | $266K | Buy |
+2,241
| New | +$266K | 0.2% | 57 |
|
|
2019
Q1 | – | Sell |
-2,260
| Closed | -$246K | – | 54 |
|
|
2018
Q4 | $246K | Buy |
+2,260
| New | +$246K | 0.19% | 57 |
|