Cookson Peirce & Co’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
1,710
-105
-6% -$15K 0.01% 258
2025
Q1
$304K Sell
1,815
-494
-21% -$82.6K 0.02% 235
2024
Q4
$334K Buy
2,309
+101
+5% +$14.6K 0.02% 232
2024
Q3
$325K Buy
2,208
+81
+4% +$11.9K 0.02% 224
2024
Q2
$333K Buy
+2,127
New +$333K 0.02% 196
2023
Q2
Sell
-6,411
Closed -$1.05M 224
2023
Q1
$1.05M Sell
6,411
-53
-0.8% -$8.65K 0.07% 105
2022
Q4
$1.16M Buy
6,464
+262
+4% +$47K 0.08% 94
2022
Q3
$891K Sell
6,202
-155
-2% -$22.3K 0.06% 107
2022
Q2
$920K Buy
6,357
+93
+1% +$13.5K 0.06% 107
2022
Q1
$1.02M Buy
+6,264
New +$1.02M 0.06% 110