Clear Investment Research’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5K | Buy |
275
+1
| +0.4% | +$144 | 0.05% | 121 |
|
|
2025
Q1 | $45.9K | Sell |
274
-12
| -4% | -$2.01K | 0.06% | 113 |
|
|
2024
Q4 | $41.5K | Buy |
286
+7
| +3% | +$1.02K | 0.05% | 115 |
|
|
2024
Q3 | $41.2K | Buy |
279
+4
| +1% | +$591 | 0.05% | 111 |
|
|
2024
Q2 | $43K | Sell |
275
-3
| -1% | -$469 | 0.06% | 106 |
|
|
2024
Q1 | $43.9K | Sell |
278
-3
| -1% | -$474 | 0.06% | 108 |
|
|
2023
Q4 | $42K | Buy |
281
+204
| +265% | +$30.5K | 0.06% | 114 |
|
|
2023
Q3 | $13.1K | Sell |
77
-12
| -13% | -$2.05K | 0.02% | 123 |
|
|
2023
Q2 | $14K | Sell |
89
-2
| -2% | -$315 | 0.02% | 125 |
|
|
2023
Q1 | $14.8K | Buy |
91
+50
| +122% | +$8.13K | 0.03% | 121 |
|
|
2022
Q4 | $7K | Buy |
+41
| New | +$7K | 0.01% | 126 |
|
|
2019
Q4 | – | Sell |
-16
| Closed | -$2K | – | 173 |
|
|
2019
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 110 |
|
|
2019
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 108 |
|
|
2019
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 102 |
|
|
2018
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 94 |
|
|
2018
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 105 |
|