Carrera Capital 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 | $632K | Sell |
4,416
-652
| -13% | -$93.4K | 0.13% | 80 |
|
|
2025
Q1 | $848K | Buy |
5,068
+2,535
| +100% | +$424K | 0.19% | 87 |
|
|
2024
Q4 | $367K | Buy |
2,533
+851
| +51% | +$123K | 0.09% | 108 |
|
|
2024
Q3 | $248K | Buy |
1,682
+20
| +1% | +$2.95K | 0.06% | 101 |
|
|
2024
Q2 | $260K | Buy |
+1,662
| New | +$260K | 0.09% | 76 |
|