Capital Square’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
5,204
+20
| +0.4% | +$3.11K | 0.43% | 68 |
|
|
2025
Q1 | $867K | Sell |
5,184
-2
| -0% | -$335 | 0.51% | 63 |
|
|
2024
Q4 | $807K | Buy |
5,186
+894
| +21% | +$139K | 0.46% | 71 |
|
|
2024
Q3 | $632K | Buy |
4,292
+284
| +7% | +$41.8K | 0.38% | 79 |
|
|
2024
Q2 | $629K | Sell |
4,008
-182
| -4% | -$28.6K | 0.41% | 75 |
|
|
2024
Q1 | $661K | Buy |
4,190
+817
| +24% | +$129K | 0.47% | 68 |
|
|
2023
Q4 | $503K | Sell |
3,373
-285
| -8% | -$42.5K | 0.57% | 53 |
|
|
2023
Q3 | $618K | Sell |
3,658
-85
| -2% | -$14.4K | 0.83% | 40 |
|
|
2023
Q2 | $589K | Sell |
3,743
-83
| -2% | -$13.1K | 0.55% | 59 |
|
|
2023
Q1 | $641K | Buy |
3,826
+158
| +4% | +$26.5K | 0.59% | 58 |
|
|
2022
Q4 | $659K | Sell |
3,668
-145
| -4% | -$26K | 0.6% | 57 |
|
|
2022
Q3 | $547K | Buy |
3,813
+5
| +0.1% | +$717 | 0.5% | 60 |
|
|
2022
Q2 | $551K | Sell |
3,808
-44
| -1% | -$6.37K | 0.46% | 63 |
|
|
2022
Q1 | $627K | Buy |
3,852
+24
| +0.6% | +$3.91K | 0.45% | 68 |
|
|
2021
Q4 | $467K | Buy |
3,828
+4
| +0.1% | +$488 | 0.32% | 90 |
|
|
2021
Q3 | $398K | Buy |
3,824
+6
| +0.2% | +$624 | 0.28% | 97 |
|
|
2021
Q2 | $381K | Buy |
3,818
+4
| +0.1% | +$399 | 0.28% | 96 |
|
|
2021
Q1 | $392K | Buy |
3,814
+208
| +6% | +$21.4K | 0.29% | 99 |
|
|
2020
Q4 | $304K | Buy |
3,606
+11
| +0.3% | +$927 | 0.25% | 111 |
|
|
2020
Q3 | $258K | Buy |
3,595
+12
| +0.3% | +$861 | 0.27% | 109 |
|
|
2020
Q2 | $319K | Sell |
3,583
-34
| -0.9% | -$3.03K | 0.34% | 95 |
|
|
2020
Q1 | $262K | Sell |
3,617
-36
| -1% | -$2.61K | 0.31% | 92 |
|
|
2019
Q4 | $440K | Buy |
+3,653
| New | +$440K | 0.42% | 76 |
|