Brown Shipley & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Sell |
18,322
-155
| -0.8% | -$22.2K | 1.44% | 20 |
|
|
2025
Q1 | $3.09M | Sell |
18,477
-105
| -0.6% | -$17.6K | 1.75% | 22 |
|
|
2024
Q4 | $2.69M | Buy |
+18,582
| New | +$2.69M | 1.34% | 25 |
|
|
2023
Q3 | – | Sell |
-91
| Closed | -$14.3K | – | 106 |
|
|
2023
Q2 | $14.3K | Sell |
91
-141
| -61% | -$22.2K | 0.01% | 108 |
|
|
2023
Q1 | $37.9K | Buy |
+232
| New | +$37.9K | 0.02% | 87 |
|