Bleakley 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
$8.59M Sell
60,018
-2,062
-3% -$295K 0.22% 87
2025
Q1
$10.4M Sell
62,080
-549
-0.9% -$91.8K 0.33% 61
2024
Q4
$9.07M Buy
62,629
+3,503
+6% +$507K 0.27% 63
2024
Q3
$8.71M Sell
59,126
-4,418
-7% -$651K 0.27% 61
2024
Q2
$9.94M Buy
63,544
+2,689
+4% +$421K 0.29% 66
2024
Q1
$9.6M Buy
60,855
+10,176
+20% +$1.61M 0.28% 69
2023
Q4
$7.56M Sell
50,679
-589
-1% -$87.9K 0.24% 80
2023
Q3
$8.64M Sell
51,268
-2,903
-5% -$490K 0.3% 66
2023
Q2
$8.52M Buy
54,171
+961
+2% +$151K 0.27% 71
2023
Q1
$8.68M Buy
53,210
+8,786
+20% +$1.43M 0.29% 67
2022
Q4
$7.97M Buy
+44,424
New +$7.97M 0.29% 67