CCMI
Creative Capital Management Investments’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.9K | Hold |
628
| – | – | 0.03% | 87 |
|
|
2025
Q1 | $105K | Sell |
628
-92
| -13% | -$15.4K | 0.04% | 74 |
|
|
2024
Q4 | $104K | Sell |
720
-137
| -16% | -$19.8K | 0.04% | 72 |
|
|
2024
Q3 | $126K | Hold |
857
| – | – | 0.05% | 65 |
|
|
2024
Q2 | $134K | Hold |
857
| – | – | 0.07% | 54 |
|
|
2024
Q1 | $135K | Hold |
857
| – | – | 0.07% | 51 |
|
|
2023
Q4 | $128K | Sell |
857
-261
| -23% | -$38.9K | 0.07% | 51 |
|
|
2023
Q3 | $189K | Hold |
1,118
| – | – | 0.13% | 39 |
|
|
2023
Q2 | $176K | Sell |
1,118
-762
| -41% | -$120K | 0.13% | 43 |
|
|
2023
Q1 | $307K | Buy |
1,880
+809
| +76% | +$132K | 0.22% | 32 |
|
|
2022
Q4 | $192K | Buy |
+1,071
| New | +$192K | 0.17% | 40 |
|