Clarity Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
1,139
+5
| +0.4% | +$716 | 0.1% | 43 |
|
|
2025
Q1 | $190K | Buy |
1,134
+1
| +0.1% | +$167 | 0.12% | 35 |
|
|
2024
Q4 | $164K | Buy |
1,133
+1
| +0.1% | +$145 | 0.11% | 38 |
|
|
2024
Q3 | $167K | Buy |
1,132
+2
| +0.2% | +$294 | 0.12% | 34 |
|
|
2024
Q2 | $177K | Buy |
1,130
+1
| +0.1% | +$156 | 0.13% | 34 |
|
|
2024
Q1 | $178K | Buy |
1,129
+1
| +0.1% | +$158 | 0.12% | 34 |
|
|
2023
Q4 | $168K | Buy |
+1,128
| New | +$168K | 0.13% | 36 |
|