BA
Bluesphere Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,655
| Closed | -$240K | – | 93 |
|
|
2024
Q4 | $240K | Buy |
1,655
+6
| +0.4% | +$869 | 0.12% | 94 |
|
|
2024
Q3 | $243K | Buy |
1,649
+1
| +0.1% | +$147 | 0.12% | 91 |
|
|
2024
Q2 | $258K | Buy |
1,648
+74
| +5% | +$11.6K | 0.13% | 85 |
|
|
2024
Q1 | $248K | Hold |
1,574
| – | – | 0.14% | 81 |
|
|
2023
Q4 | $235K | Sell |
1,574
-217
| -12% | -$32.4K | 0.15% | 76 |
|
|
2023
Q3 | $302K | Buy |
1,791
+162
| +10% | +$27.3K | 0.22% | 62 |
|
|
2023
Q2 | $256K | Hold |
1,629
| – | – | 0.18% | 71 |
|
|
2023
Q1 | $266K | Buy |
1,629
+55
| +3% | +$8.97K | 0.22% | 65 |
|
|
2022
Q4 | $283K | Hold |
1,574
| – | – | 0.25% | 64 |
|
|
2022
Q3 | $226K | Hold |
1,574
| – | – | 0.23% | 67 |
|
|
2022
Q2 | $228K | Hold |
1,574
| – | – | 0.22% | 72 |
|
|
2022
Q1 | $256K | Buy |
+1,574
| New | +$256K | 0.22% | 79 |
|