Coastwise Capital 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 | $1.22M | Buy |
8,509
+368
| +5% | +$52.7K | 0.97% | 28 |
|
|
2025
Q1 | $1.36M | Buy |
8,141
+2,072
| +34% | +$347K | 1.15% | 23 |
|
|
2024
Q4 | $879K | Sell |
6,069
-248
| -4% | -$35.9K | 0.7% | 39 |
|
|
2024
Q3 | $930K | Buy |
6,317
+1,685
| +36% | +$248K | 0.77% | 34 |
|
|
2024
Q2 | $724K | Buy |
4,632
+230
| +5% | +$36K | 0.69% | 40 |
|
|
2024
Q1 | $694K | Buy |
4,402
+284
| +7% | +$44.8K | 0.64% | 44 |
|
|
2023
Q4 | $614K | Buy |
4,118
+92
| +2% | +$13.7K | 0.63% | 45 |
|
|
2023
Q3 | $679K | Buy |
4,026
+512
| +15% | +$86.3K | 0.78% | 41 |
|
|
2023
Q2 | $553K | Buy |
3,514
+251
| +8% | +$39.5K | 0.63% | 45 |
|
|
2023
Q1 | $532K | Buy |
3,263
+455
| +16% | +$74.2K | 0.61% | 45 |
|
|
2022
Q4 | $504K | Sell |
2,808
-664
| -19% | -$119K | 0.6% | 48 |
|
|
2022
Q3 | $499K | Sell |
3,472
-312
| -8% | -$44.8K | 0.79% | 40 |
|
|
2022
Q2 | $548K | Sell |
3,784
-1,043
| -22% | -$151K | 0.67% | 44 |
|
|
2022
Q1 | $786K | Buy |
+4,827
| New | +$786K | 0.98% | 29 |
|