Coerente Capital 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 | $3M | Buy |
20,945
+30
| +0.1% | +$4.3K | 0.55% | 24 |
|
|
2025
Q1 | $3.5M | Hold |
20,915
| – | – | 0.68% | 23 |
|
|
2024
Q4 | $3.03M | Hold |
20,915
| – | – | 0.57% | 24 |
|
|
2024
Q3 | $3.08M | Buy |
20,915
+300
| +1% | +$44.2K | 0.57% | 24 |
|
|
2024
Q2 | $3.22M | Sell |
20,615
-1,175
| -5% | -$184K | 0.63% | 24 |
|
|
2024
Q1 | $3.44M | Buy |
21,790
+1,250
| +6% | +$197K | 0.65% | 24 |
|
|
2023
Q4 | $3.06M | Buy |
20,540
+565
| +3% | +$84.3K | 0.63% | 24 |
|
|
2023
Q3 | $3.37M | Sell |
19,975
-1,309
| -6% | -$221K | 0.75% | 24 |
|
|
2023
Q2 | $3.35M | Sell |
21,284
-35
| -0.2% | -$5.51K | 0.72% | 24 |
|
|
2023
Q1 | $3.48M | Sell |
21,319
-270
| -1% | -$44.1K | 0.78% | 24 |
|
|
2022
Q4 | $3.88M | Sell |
21,589
-40
| -0.2% | -$7.18K | 0.85% | 24 |
|
|
2022
Q3 | $3.11M | Sell |
21,629
-100
| -0.5% | -$14.4K | 0.75% | 24 |
|
|
2022
Q2 | $3.15M | Sell |
21,729
-1,375
| -6% | -$199K | 0.7% | 24 |
|
|
2022
Q1 | $3.76M | Sell |
23,104
-3,669
| -14% | -$597K | 0.75% | 24 |
|
|
2021
Q4 | $3.14M | Buy |
26,773
+60
| +0.2% | +$7.04K | 0.59% | 24 |
|
|
2021
Q3 | $2.71M | Sell |
26,713
-6
| -0% | -$609 | 0.56% | 25 |
|
|
2021
Q2 | $2.8M | Sell |
26,719
-1,460
| -5% | -$153K | 0.58% | 25 |
|
|
2021
Q1 | $2.95M | Buy |
+28,179
| New | +$2.95M | 0.65% | 26 |
|