Castleview 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 | $379K | Buy |
2,648
+360
| +16% | +$51.5K | 0.24% | 101 |
|
|
2025
Q1 | $383K | Sell |
2,288
-37
| -2% | -$6.19K | 0.26% | 102 |
|
|
2024
Q4 | $341K | Buy |
2,325
+244
| +12% | +$35.8K | 0.18% | 132 |
|
|
2024
Q3 | $306K | Sell |
2,081
-218
| -9% | -$32.1K | 0.18% | 136 |
|
|
2024
Q2 | $360K | Buy |
2,299
+221
| +11% | +$34.6K | 0.2% | 114 |
|
|
2024
Q1 | $328K | Buy |
2,078
+466
| +29% | +$73.5K | 0.18% | 127 |
|
|
2023
Q4 | $240K | Buy |
1,612
+82
| +5% | +$12.2K | 0.17% | 123 |
|
|
2023
Q3 | $258K | Sell |
1,530
-109
| -7% | -$18.4K | 0.24% | 95 |
|
|
2023
Q2 | $258K | Sell |
1,639
-713
| -30% | -$112K | 0.23% | 93 |
|
|
2023
Q1 | $384K | Buy |
2,352
+65
| +3% | +$10.6K | 0.34% | 71 |
|
|
2022
Q4 | $410K | Buy |
2,287
+276
| +14% | +$49.5K | 0.4% | 61 |
|
|
2022
Q3 | $289K | Buy |
2,011
+1,989
| +9,041% | +$286K | 0.28% | 85 |
|
|
2022
Q2 | $28.8K | Sell |
22
-3,249
| -99% | -$4.25M | 0.02% | 362 |
|
|
2022
Q1 | $532K | Sell |
3,271
-953,132
| -100% | -$155M | 0.33% | 58 |
|
|
2021
Q4 | $8.15K | Buy |
+956,403
| New | +$8.15K | 0.07% | 110 |
|
|
2021
Q2 | $1.16M | Buy |
+11,032
| New | +$1.16M | 0.51% | 39 |
|
|
2018
Q1 | $374K | Buy |
+3,280
| New | +$374K | 0.31% | 76 |
|