BluePath Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,385
| Closed | -$215K | – | 102 |
|
2024
Q4 | $215K | Buy |
+1,385
| New | +$215K | 0.12% | 96 |
|
2024
Q3 | – | Sell |
-9,435
| Closed | -$1.48M | – | 106 |
|
2024
Q2 | $1.48M | Buy |
9,435
+1,665
| +21% | +$260K | 1.03% | 18 |
|
2024
Q1 | $1.23M | Buy |
7,770
+1,322
| +21% | +$209K | 0.92% | 17 |
|
2023
Q4 | $932K | Buy |
6,448
+1,081
| +20% | +$156K | 0.79% | 23 |
|
2023
Q3 | $905K | Buy |
+5,367
| New | +$905K | 0.83% | 19 |
|