Collective Family Office’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
4,926
+698
| +17% | +$99.9K | 0.18% | 91 |
|
|
2025
Q1 | $707K | Sell |
4,228
-1,028
| -20% | -$172K | 0.19% | 86 |
|
|
2024
Q4 | $761K | Sell |
5,256
-185
| -3% | -$26.8K | 0.21% | 90 |
|
|
2024
Q3 | $801K | Sell |
5,441
-1,699
| -24% | -$250K | 0.22% | 89 |
|
|
2024
Q2 | $1.12M | Buy |
7,140
+297
| +4% | +$46.5K | 0.33% | 70 |
|
|
2024
Q1 | $1.08M | Buy |
6,843
+1,249
| +22% | +$197K | 0.35% | 68 |
|
|
2023
Q4 | $834K | Sell |
5,594
-529
| -9% | -$78.9K | 0.29% | 71 |
|
|
2023
Q3 | $1.03M | Sell |
6,123
-399
| -6% | -$67.3K | 0.4% | 60 |
|
|
2023
Q2 | $1.03M | Buy |
6,522
+985
| +18% | +$155K | 0.4% | 59 |
|
|
2023
Q1 | $903K | Buy |
5,537
+1,178
| +27% | +$192K | 0.37% | 63 |
|
|
2022
Q4 | $782K | Sell |
4,359
-719
| -14% | -$129K | 0.35% | 66 |
|
|
2022
Q3 | $730K | Sell |
5,078
-2,165
| -30% | -$311K | 0.36% | 74 |
|
|
2022
Q2 | $1.05M | Buy |
7,243
+864
| +14% | +$125K | 0.45% | 63 |
|
|
2022
Q1 | $1.04M | Buy |
6,379
+10
| +0.2% | +$1.63K | 0.4% | 69 |
|
|
2021
Q4 | $747K | Sell |
6,369
-71
| -1% | -$8.33K | 0.29% | 91 |
|
|
2021
Q3 | $653K | Buy |
6,440
+620
| +11% | +$62.9K | 0.28% | 84 |
|
|
2021
Q2 | $610K | Buy |
5,820
+751
| +15% | +$78.7K | 0.26% | 95 |
|
|
2021
Q1 | $531K | Buy |
5,069
+203
| +4% | +$21.3K | 0.26% | 97 |
|
|
2020
Q4 | $411K | Buy |
+4,866
| New | +$411K | 0.23% | 108 |
|