Coyle Financial Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,677
| Closed | -$281K | – | 92 |
|
|
2025
Q1 | $281K | Buy |
1,677
+137
| +9% | +$22.9K | 0.09% | 66 |
|
|
2024
Q4 | $223K | Buy |
+1,540
| New | +$223K | 0.07% | 71 |
|
|
2018
Q3 | – | Sell |
-147
| Closed | -$19K | – | 94 |
|
|
2018
Q2 | $19K | Sell |
147
-35
| -19% | -$4.52K | 0.02% | 83 |
|
|
2018
Q1 | $21K | Buy |
+182
| New | +$21K | 0.02% | 69 |
|
|
2016
Q3 | – | Sell |
-2,190
| Closed | -$230K | – | 46 |
|
|
2016
Q2 | $230K | Buy |
+2,190
| New | +$230K | 0.33% | 44 |
|