Covestor’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Sell |
1,327
-137
| -9% | -$19.6K | 0.11% | 204 |
|
|
2025
Q1 | $245K | Sell |
1,464
-137
| -9% | -$22.9K | 0.16% | 97 |
|
|
2024
Q4 | $232K | Buy |
1,601
+161
| +11% | +$23.3K | 0.15% | 114 |
|
|
2024
Q3 | $212K | Buy |
1,440
+47
| +3% | +$6.92K | 0.13% | 149 |
|
|
2024
Q2 | $218K | Sell |
1,393
-43
| -3% | -$6.73K | 0.14% | 142 |
|
|
2024
Q1 | $227K | Sell |
1,436
-1,123
| -44% | -$178K | 0.14% | 126 |
|
|
2023
Q4 | $382K | Sell |
2,559
-1,070
| -29% | -$160K | 0.26% | 31 |
|
|
2023
Q3 | $612K | Buy |
3,629
+567
| +19% | +$95.6K | 0.46% | 16 |
|
|
2023
Q2 | $482K | Buy |
3,062
+254
| +9% | +$40K | 0.37% | 16 |
|
|
2023
Q1 | $458K | Buy |
2,808
+224
| +9% | +$36.5K | 0.4% | 16 |
|
|
2022
Q4 | $464K | Sell |
2,584
-362
| -12% | -$65K | 0.38% | 23 |
|
|
2022
Q3 | $423K | Buy |
2,946
+73
| +3% | +$10.5K | 0.37% | 21 |
|
|
2022
Q2 | $416K | Sell |
2,873
-412
| -13% | -$59.7K | 0.33% | 26 |
|
|
2022
Q1 | $535K | Buy |
3,285
+1,876
| +133% | +$306K | 0.36% | 23 |
|
|
2021
Q4 | $165K | Buy |
+1,409
| New | +$165K | 0.23% | 46 |
|