Centerstone Investors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
7,680
| – | – | 4.51% | 7 |
|
|
2025
Q1 | $1.28M | Sell |
7,680
-17,881
| -70% | -$2.99M | 3.05% | 6 |
|
|
2024
Q4 | $3.7M | Sell |
25,561
-216
| -0.8% | -$31.3K | 3.47% | 10 |
|
|
2024
Q3 | $3.8M | Sell |
25,777
-4,800
| -16% | -$707K | 3.68% | 9 |
|
|
2024
Q2 | $4.78M | Sell |
30,577
-285
| -0.9% | -$44.6K | 3.99% | 10 |
|
|
2024
Q1 | $4.87M | Hold |
30,862
| – | – | 3.76% | 10 |
|
|
2023
Q4 | $4.6M | Buy |
30,862
+862
| +3% | +$129K | 4.72% | 8 |
|
|
2023
Q3 | $5.06M | Buy |
30,000
+7,500
| +33% | +$1.26M | 5.17% | 8 |
|
|
2023
Q2 | $3.54M | Buy |
+22,500
| New | +$3.54M | 3.53% | 10 |
|
|
2020
Q4 | – | Sell |
-26,956
| Closed | -$1.94M | – | 23 |
|
|
2020
Q3 | $1.94M | Sell |
26,956
-14,000
| -34% | -$1.01M | 1.98% | 21 |
|
|
2020
Q2 | $3.66M | Sell |
40,956
-30,000
| -42% | -$2.68M | 3.53% | 13 |
|
|
2020
Q1 | $5.14M | Buy |
+70,956
| New | +$5.14M | 4.66% | 7 |
|