Crescent Sterling’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
21,761
-2,097
| -9% | -$300K | 3.49% | 6 |
|
|
2025
Q1 | $3.99M | Sell |
23,858
-706
| -3% | -$118K | 4.09% | 5 |
|
|
2024
Q4 | $3.56M | Sell |
24,564
-2,429
| -9% | -$352K | 3.65% | 6 |
|
|
2024
Q3 | $3.98M | Sell |
26,993
-442
| -2% | -$65.1K | 3.79% | 6 |
|
|
2024
Q2 | $4.29M | Sell |
27,435
-721
| -3% | -$113K | 4.11% | 4 |
|
|
2024
Q1 | $4.44M | Buy |
28,156
+503
| +2% | +$79.3K | 4.05% | 3 |
|
|
2023
Q4 | $4.12M | Sell |
27,653
-724
| -3% | -$108K | 4.11% | 4 |
|
|
2023
Q3 | $4.78M | Sell |
28,377
-2,157
| -7% | -$364K | 5.06% | 2 |
|
|
2023
Q2 | $4.8M | Buy |
30,534
+2,205
| +8% | +$347K | 4.56% | 4 |
|
|
2023
Q1 | $4.62M | Buy |
28,329
+1,709
| +6% | +$279K | 4.49% | 4 |
|
|
2022
Q4 | $4.78M | Buy |
+26,620
| New | +$4.78M | 5.13% | 1 |
|