CF
Clarity Financial’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
4,775
+550
| +13% | +$78.7K | 0.07% | 58 |
|
|
2025
Q1 | $707K | Sell |
4,225
-1,389
| -25% | -$232K | 0.08% | 54 |
|
|
2024
Q4 | $813K | Sell |
5,614
-396
| -7% | -$57.4K | 0.1% | 56 |
|
|
2024
Q3 | $885K | Buy |
6,010
+285
| +5% | +$42K | 0.1% | 66 |
|
|
2024
Q2 | $895K | Buy |
5,725
+343
| +6% | +$53.6K | 0.13% | 54 |
|
|
2024
Q1 | $849K | Buy |
5,382
+370
| +7% | +$58.4K | 0.13% | 54 |
|
|
2023
Q4 | $748K | Buy |
5,012
+283
| +6% | +$42.2K | 0.13% | 51 |
|
|
2023
Q3 | $797K | Buy |
4,729
+233
| +5% | +$39.3K | 0.13% | 57 |
|
|
2023
Q2 | $707K | Buy |
+4,496
| New | +$707K | 0.1% | 59 |
|
|
2023
Q1 | – | Sell |
-4,680
| Closed | -$840K | – | 41 |
|
|
2022
Q4 | $840K | Buy |
4,680
+2,045
| +78% | +$367K | 0.16% | 48 |
|
|
2022
Q3 | $379K | Buy |
2,635
+596
| +29% | +$85.7K | 0.09% | 63 |
|
|
2022
Q2 | $295K | Sell |
2,039
-751
| -27% | -$109K | 0.06% | 74 |
|
|
2022
Q1 | $454K | Buy |
2,790
+61
| +2% | +$9.93K | 0.09% | 66 |
|
|
2021
Q4 | $320K | Buy |
2,729
+100
| +4% | +$11.7K | 0.05% | 82 |
|
|
2021
Q3 | $267K | Buy |
2,629
+100
| +4% | +$10.2K | 0.04% | 79 |
|
|
2021
Q2 | $265K | Sell |
2,529
-1,005
| -28% | -$105K | 0.05% | 93 |
|
|
2021
Q1 | $370K | Sell |
3,534
-66,075
| -95% | -$6.92M | 0.07% | 91 |
|
|
2020
Q4 | $5.88M | Buy |
+69,609
| New | +$5.88M | 1.41% | 16 |
|