Congress Park Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
2,516
-1,110
| -31% | -$159K | 0.12% | 84 |
|
|
2025
Q1 | $607K | Buy |
3,626
+481
| +15% | +$80.5K | 0.23% | 72 |
|
|
2024
Q4 | $456K | Buy |
+3,145
| New | +$456K | 0.17% | 84 |
|
|
2024
Q3 | – | Sell |
-1,311
| Closed | -$205K | – | 113 |
|
|
2024
Q2 | $205K | Buy |
+1,311
| New | +$205K | 0.08% | 111 |
|
|
2023
Q1 | – | Sell |
-1,386
| Closed | -$249K | – | 130 |
|
|
2022
Q4 | $249K | Sell |
1,386
-225
| -14% | -$40.4K | 0.15% | 113 |
|
|
2022
Q3 | $231K | Sell |
1,611
-3,975
| -71% | -$570K | 0.13% | 109 |
|
|
2022
Q2 | $809K | Buy |
5,586
+100
| +2% | +$14.5K | 0.49% | 50 |
|
|
2022
Q1 | $893K | Sell |
5,486
-4,225
| -44% | -$688K | 0.45% | 58 |
|
|
2021
Q4 | $1.14M | Buy |
9,711
+1,075
| +12% | +$126K | 0.56% | 46 |
|
|
2021
Q3 | $876K | Sell |
8,636
-200
| -2% | -$20.3K | 0.45% | 58 |
|
|
2021
Q2 | $925K | Buy |
8,836
+450
| +5% | +$47.1K | 0.46% | 53 |
|
|
2021
Q1 | $879K | Buy |
8,386
+175
| +2% | +$18.3K | 0.49% | 56 |
|
|
2020
Q4 | $693K | Sell |
8,211
-3,165
| -28% | -$267K | 0.41% | 52 |
|
|
2020
Q3 | $819K | Buy |
11,376
+2,100
| +23% | +$151K | 0.51% | 43 |
|
|
2020
Q2 | $828K | Buy |
+9,276
| New | +$828K | 0.64% | 40 |
|