Concord Asset Management (Virginia)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
9,267
+1,430
| +18% | +$205K | 0.2% | 109 |
|
|
2025
Q1 | $1.07M | Buy |
7,837
+1,461
| +23% | +$200K | 0.24% | 90 |
|
|
2024
Q4 | $923K | Sell |
6,376
-16,903
| -73% | -$2.45M | 0.2% | 84 |
|
|
2024
Q3 | $3.43M | Buy |
23,279
+1,871
| +9% | +$276K | 0.77% | 39 |
|
|
2024
Q2 | $3.35M | Buy |
21,408
+486
| +2% | +$76K | 0.83% | 34 |
|
|
2024
Q1 | $3.3M | Buy |
20,922
+3,043
| +17% | +$480K | 0.87% | 31 |
|
|
2023
Q4 | $2.67M | Buy |
17,879
+7,114
| +66% | +$1.06M | 0.78% | 32 |
|
|
2023
Q3 | $1.82M | Buy |
10,765
+1,943
| +22% | +$328K | 0.61% | 33 |
|
|
2023
Q2 | $1.39M | Buy |
8,822
+1,987
| +29% | +$313K | 0.49% | 34 |
|
|
2023
Q1 | $1.12M | Buy |
+6,835
| New | +$1.12M | 0.46% | 32 |
|