Clark Financial Services Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
2,410
+31
| +1% | +$4.44K | 0.21% | 77 |
|
|
2025
Q1 | $398K | Buy |
2,379
+17
| +0.7% | +$2.84K | 0.28% | 45 |
|
|
2024
Q4 | $342K | Sell |
2,362
-20
| -0.8% | -$2.9K | 0.26% | 52 |
|
|
2024
Q3 | $351K | Buy |
2,382
+4
| +0.2% | +$589 | 0.32% | 41 |
|
|
2024
Q2 | $372K | Sell |
2,378
-1,606
| -40% | -$251K | 0.39% | 30 |
|
|
2024
Q1 | $629K | Sell |
3,984
-76
| -2% | -$12K | 0.76% | 19 |
|
|
2023
Q4 | $605K | Sell |
4,060
-12
| -0.3% | -$1.79K | 0.78% | 22 |
|
|
2023
Q3 | $687K | Sell |
4,072
-126
| -3% | -$21.2K | 0.94% | 17 |
|
|
2023
Q2 | $661K | Sell |
4,198
-9
| -0.2% | -$1.42K | 0.89% | 17 |
|
|
2023
Q1 | $687K | Sell |
4,207
-8
| -0.2% | -$1.31K | 1.01% | 16 |
|
|
2022
Q4 | $756K | Sell |
4,215
-51
| -1% | -$9.15K | 0.87% | 16 |
|
|
2022
Q3 | $613K | Buy |
+4,266
| New | +$613K | 0.64% | 24 |
|
|
2022
Q1 | $699K | Sell |
4,295
-45
| -1% | -$7.32K | 0.51% | 30 |
|
|
2021
Q4 | $510K | Sell |
4,340
-22
| -0.5% | -$2.59K | 0.34% | 38 |
|
|
2021
Q3 | $443K | Buy |
4,362
+490
| +13% | +$49.8K | 0.34% | 41 |
|
|
2021
Q2 | $406K | Buy |
3,872
+130
| +3% | +$13.6K | 0.32% | 44 |
|
|
2021
Q1 | $392K | Buy |
+3,742
| New | +$392K | 0.33% | 48 |
|
|
2020
Q2 | $624K | Buy |
+4,307
| New | +$624K | 0.97% | 21 |
|