Catalyst Financial 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 | $1.17M | Buy |
8,182
+49
| +0.6% | +$7.02K | 0.13% | 68 |
|
|
2025
Q1 | $1.36M | Buy |
8,133
+375
| +5% | +$62.7K | 0.25% | 48 |
|
|
2024
Q4 | $1.12M | Buy |
7,758
+48
| +0.6% | +$6.95K | 0.21% | 57 |
|
|
2024
Q3 | $1.14M | Sell |
7,710
-636
| -8% | -$93.7K | 0.22% | 58 |
|
|
2024
Q2 | $1.31M | Buy |
8,346
+335
| +4% | +$52.4K | 0.29% | 46 |
|
|
2024
Q1 | $1.25M | Buy |
8,011
+586
| +8% | +$91.6K | 0.32% | 40 |
|
|
2023
Q4 | $1.11M | Sell |
7,425
-1,438
| -16% | -$214K | 0.31% | 43 |
|
|
2023
Q3 | $1.49M | Buy |
8,863
+786
| +10% | +$133K | 0.48% | 33 |
|
|
2023
Q2 | $1.27M | Buy |
8,077
+1,087
| +16% | +$171K | 0.45% | 32 |
|
|
2023
Q1 | $1.14M | Buy |
6,990
+2,411
| +53% | +$393K | 0.49% | 31 |
|
|
2022
Q4 | $822K | Buy |
+4,579
| New | +$822K | 0.42% | 40 |
|