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 |
|