Caitlin John’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
2,501
-114
| -4% | -$16.3K | 0.33% | 72 |
|
|
2025
Q1 | $437K | Sell |
2,615
-496
| -16% | -$83K | 0.43% | 66 |
|
|
2024
Q4 | $451K | Sell |
3,111
-461
| -13% | -$66.8K | 0.3% | 70 |
|
|
2024
Q3 | $567K | Buy |
3,572
+99
| +3% | +$15.7K | 0.35% | 64 |
|
|
2024
Q2 | $543K | Sell |
3,473
-3,895
| -53% | -$609K | 0.39% | 63 |
|
|
2024
Q1 | $1.16M | Buy |
7,368
+244
| +3% | +$38.5K | 0.87% | 32 |
|
|
2023
Q4 | $1.06M | Buy |
+7,124
| New | +$1.06M | 0.87% | 27 |
|