Cairn Investment 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 | $310K | Sell |
2,165
-1,120
| -34% | -$160K | 0.16% | 58 |
|
|
2025
Q1 | $550K | Buy |
3,285
+285
| +10% | +$47.7K | 0.31% | 44 |
|
|
2024
Q4 | $435K | Buy |
+3,000
| New | +$435K | 0.26% | 52 |
|
|
2021
Q2 | – | Sell |
-2,650
| Closed | -$278K | – | 73 |
|
|
2021
Q1 | $278K | Hold |
2,650
| – | – | 0.23% | 65 |
|
|
2020
Q4 | $224K | Sell |
2,650
-12,106
| -82% | -$1.02M | 0.21% | 69 |
|
|
2020
Q3 | $1.06M | Sell |
14,756
-329
| -2% | -$23.7K | 1.12% | 34 |
|
|
2020
Q2 | $1.35M | Sell |
15,085
-535
| -3% | -$47.7K | 1.63% | 26 |
|
|
2020
Q1 | $1.13M | Sell |
15,620
-986
| -6% | -$71.5K | 1.68% | 25 |
|
|
2019
Q4 | $2M | Buy |
+16,606
| New | +$2M | 1.98% | 14 |
|