CSC
Caldwell Sutter Capital’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
17,162
-1,506
| -8% | -$216K | 1.13% | 17 |
|
|
2025
Q1 | $3.12M | Sell |
18,668
-1,772
| -9% | -$296K | 1.49% | 8 |
|
|
2024
Q4 | $2.96M | Buy |
20,440
+1,009
| +5% | +$146K | 1.38% | 9 |
|
|
2024
Q3 | $2.86M | Sell |
19,431
-900
| -4% | -$133K | 1.33% | 11 |
|
|
2024
Q2 | $3.18M | Sell |
20,331
-274
| -1% | -$42.9K | 1.57% | 8 |
|
|
2024
Q1 | $3.25M | Buy |
20,605
+141
| +0.7% | +$22.2K | 1.56% | 7 |
|
|
2023
Q4 | $3.05M | Sell |
20,464
-329
| -2% | -$49.1K | 1.55% | 8 |
|
|
2023
Q3 | $3.51M | Sell |
20,793
-680
| -3% | -$115K | 1.94% | 4 |
|
|
2023
Q2 | $3.38M | Buy |
21,473
+9,859
| +85% | +$1.55M | 1.77% | 6 |
|
|
2023
Q1 | $1.89M | Buy |
11,614
+1,863
| +19% | +$304K | 1.38% | 17 |
|
|
2022
Q4 | $1.75M | Buy |
+9,751
| New | +$1.75M | 1.54% | 19 |
|