Cornerstone Planning Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.1K | Buy |
602
+17
| +3% | +$2.6K | 0.02% | 149 |
|
|
2025
Q1 | $79.9K | Buy |
585
+98
| +20% | +$13.4K | 0.02% | 170 |
|
|
2024
Q4 | $76.6K | Sell |
487
-91
| -16% | -$14.3K | 0.02% | 135 |
|
|
2024
Q3 | $85.9K | Sell |
578
-50
| -8% | -$7.43K | 0.02% | 128 |
|
|
2024
Q2 | $90.8K | Sell |
628
-1,185
| -65% | -$171K | 0.03% | 139 |
|
|
2024
Q1 | $290K | Buy |
1,813
+1,129
| +165% | +$181K | 0.09% | 55 |
|
|
2023
Q4 | $102K | Sell |
684
-11
| -2% | -$1.64K | 0.03% | 117 |
|
|
2023
Q3 | $117K | Sell |
695
-21
| -3% | -$3.54K | 0.04% | 107 |
|
|
2023
Q2 | $113K | Buy |
+716
| New | +$113K | 0.04% | 123 |
|
|
2022
Q4 | $216K | Buy |
+1,207
| New | +$216K | 0.09% | 92 |
|