Byrne Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.7K | Hold |
270
| – | – | 0.03% | 284 |
|
|
2025
Q1 | $45.2K | Hold |
270
| – | – | 0.03% | 225 |
|
|
2024
Q4 | $39.1K | Sell |
270
-15
| -5% | -$2.17K | 0.03% | 217 |
|
|
2024
Q3 | $42K | Sell |
285
-40
| -12% | -$5.89K | 0.03% | 219 |
|
|
2024
Q2 | $50.8K | Hold |
325
| – | – | 0.04% | 196 |
|
|
2024
Q1 | $51.3K | Sell |
325
-74
| -19% | -$11.7K | 0.04% | 198 |
|
|
2023
Q4 | $60.6K | Buy |
399
+314
| +369% | +$47.7K | 0.05% | 184 |
|
|
2023
Q3 | $14K | Sell |
85
-24
| -22% | -$3.95K | 0.01% | 307 |
|
|
2023
Q2 | $17K | Hold |
109
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $18K | Sell |
109
-6
| -5% | -$991 | 0.01% | 325 |
|
|
2022
Q4 | $20.6K | Hold |
115
| – | – | 0.02% | 318 |
|
|
2022
Q3 | $17K | Sell |
115
-10
| -8% | -$1.48K | 0.01% | 309 |
|
|
2022
Q2 | $18K | Sell |
125
-15
| -11% | -$2.16K | 0.01% | 291 |
|
|
2022
Q1 | $23K | Sell |
140
-170
| -55% | -$27.9K | 0.01% | 292 |
|
|
2021
Q4 | $36K | Buy |
+310
| New | +$36K | 0.02% | 239 |
|