Convergence Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Sell |
4,611
-1
| -0% | -$143 | 0.11% | 97 |
|
|
2025
Q1 | $772K | Sell |
4,612
-5,763
| -56% | -$964K | 0.15% | 77 |
|
|
2024
Q4 | $1.5M | Buy |
10,375
+652
| +7% | +$94.4K | 0.3% | 49 |
|
|
2024
Q3 | $1.43M | Buy |
9,723
+1,149
| +13% | +$169K | 0.3% | 50 |
|
|
2024
Q2 | $1.34M | Buy |
+8,574
| New | +$1.34M | 0.35% | 39 |
|