Claris 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 | $353K | Buy |
2,467
+208
| +9% | +$29.8K | 0.12% | 51 |
|
|
2025
Q1 | $378K | Sell |
2,259
-45
| -2% | -$7.53K | 0.14% | 50 |
|
|
2024
Q4 | $334K | Buy |
2,304
+372
| +19% | +$53.9K | 0.13% | 49 |
|
|
2024
Q3 | $285K | Hold |
1,932
| – | – | 0.12% | 45 |
|
|
2024
Q2 | $302K | Sell |
1,932
-80
| -4% | -$12.5K | 0.16% | 42 |
|
|
2024
Q1 | $317K | Hold |
2,012
| – | – | 0.16% | 40 |
|
|
2023
Q4 | $300K | Hold |
2,012
| – | – | 0.17% | 41 |
|
|
2023
Q3 | $339K | Hold |
2,012
| – | – | 0.22% | 33 |
|
|
2023
Q2 | $317K | Hold |
2,012
| – | – | 0.22% | 34 |
|
|
2023
Q1 | $328K | Sell |
2,012
-140
| -7% | -$22.8K | 0.24% | 30 |
|
|
2022
Q4 | $386K | Hold |
2,152
| – | – | 0.37% | 28 |
|
|
2022
Q3 | $309K | Sell |
2,152
-50
| -2% | -$7.18K | 0.36% | 28 |
|
|
2022
Q2 | $319K | Buy |
2,202
+50
| +2% | +$7.24K | 0.35% | 29 |
|
|
2022
Q1 | $350K | Buy |
2,152
+13
| +0.6% | +$2.11K | 0.37% | 29 |
|
|
2021
Q4 | $251K | Buy |
+2,139
| New | +$251K | 0.27% | 40 |
|