Cardiff Park Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
19,475
-2,191
| -10% | -$314K | 0.24% | 55 |
|
|
2025
Q1 | $3.62M | Buy |
21,666
+1,302
| +6% | +$218K | 0.35% | 46 |
|
|
2024
Q4 | $2.95M | Buy |
20,364
+29
| +0.1% | +$4.2K | 0.28% | 52 |
|
|
2024
Q3 | $2.99M | Buy |
20,335
+32
| +0.2% | +$4.71K | 0.27% | 52 |
|
|
2024
Q2 | $3.18M | Buy |
20,303
+113
| +0.6% | +$17.7K | 0.3% | 47 |
|
|
2024
Q1 | $3.18M | Buy |
20,190
+29
| +0.1% | +$4.57K | 0.3% | 51 |
|
|
2023
Q4 | $3.01M | Buy |
20,161
+27
| +0.1% | +$4.03K | 0.33% | 46 |
|
|
2023
Q3 | $3.4M | Buy |
20,134
+23
| +0.1% | +$3.88K | 0.43% | 41 |
|
|
2023
Q2 | $3.16M | Buy |
20,111
+24
| +0.1% | +$3.78K | 0.39% | 42 |
|
|
2023
Q1 | $3.28M | Buy |
20,087
+24
| +0.1% | +$3.92K | 0.43% | 42 |
|
|
2022
Q4 | $3.6M | Buy |
20,063
+4
| +0% | +$718 | 0.5% | 38 |
|
|
2022
Q3 | $2.88M | Buy |
20,059
+1,573
| +9% | +$226K | 0.45% | 42 |
|
|
2022
Q2 | $2.68M | Buy |
18,486
+623
| +3% | +$90.2K | 0.4% | 45 |
|
|
2022
Q1 | $2.91M | Buy |
17,863
+193
| +1% | +$31.4K | 0.41% | 38 |
|
|
2021
Q4 | $2.07M | Buy |
+17,670
| New | +$2.07M | 0.27% | 48 |
|