Carmel Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
3,184
+562
| +21% | +$80.5K | 0.16% | 93 |
|
|
2025
Q1 | $439K | Sell |
2,622
-46
| -2% | -$7.7K | 0.17% | 100 |
|
|
2024
Q4 | $386K | Buy |
2,668
+404
| +18% | +$58.5K | 0.16% | 99 |
|
|
2024
Q3 | $333K | Sell |
2,264
-324
| -13% | -$47.7K | 0.13% | 118 |
|
|
2024
Q2 | $405K | Buy |
2,588
+62
| +2% | +$9.7K | 0.17% | 90 |
|
|
2024
Q1 | $398K | Buy |
2,526
+59
| +2% | +$9.31K | 0.16% | 87 |
|
|
2023
Q4 | $368K | Sell |
2,467
-326
| -12% | -$48.6K | 0.19% | 88 |
|
|
2023
Q3 | $471K | Buy |
2,793
+232
| +9% | +$39.1K | 0.21% | 79 |
|
|
2023
Q2 | $403K | Sell |
2,561
-100
| -4% | -$15.7K | 0.21% | 76 |
|
|
2023
Q1 | $434K | Buy |
2,661
+57
| +2% | +$9.3K | 0.26% | 80 |
|
|
2022
Q4 | $467K | Buy |
2,604
+372
| +17% | +$66.8K | 0.32% | 73 |
|
|
2022
Q3 | $321K | Sell |
2,232
-42
| -2% | -$6.04K | 0.31% | 76 |
|
|
2022
Q2 | $329K | Buy |
2,274
+95
| +4% | +$13.7K | 0.31% | 75 |
|
|
2022
Q1 | $355K | Buy |
2,179
+95
| +5% | +$15.5K | 0.3% | 77 |
|
|
2021
Q4 | $245K | Buy |
+2,084
| New | +$245K | 0.18% | 98 |
|