Callan Family Office’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29M | Buy |
64,898
+29,234
| +82% | +$4.19M | 0.29% | 67 |
|
|
2025
Q1 | $5.97M | Buy |
35,664
+11,103
| +45% | +$1.86M | 0.45% | 49 |
|
|
2024
Q4 | $3.56M | Buy |
24,561
+18,212
| +287% | +$2.64M | 0.23% | 86 |
|
|
2024
Q3 | $935K | Buy |
6,349
+634
| +11% | +$93.4K | 0.16% | 73 |
|
|
2024
Q2 | $894K | Buy |
5,715
+3,479
| +156% | +$544K | 0.17% | 63 |
|
|
2024
Q1 | $353K | Sell |
2,236
-1,495
| -40% | -$236K | 0.08% | 70 |
|
|
2023
Q4 | $557K | Sell |
3,731
-661
| -15% | -$98.6K | 0.14% | 54 |
|
|
2023
Q3 | $741K | Hold |
4,392
| – | – | 0.2% | 47 |
|
|
2023
Q2 | $691K | Sell |
4,392
-2,523
| -36% | -$397K | 0.18% | 53 |
|
|
2023
Q1 | $1.13M | Buy |
6,915
+4,005
| +138% | +$653K | 0.27% | 55 |
|
|
2022
Q4 | $522K | Buy |
+2,910
| New | +$522K | 0.17% | 58 |
|