Crown Oak Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
3,203
+38
| +1% | +$5.44K | 0.22% | 21 |
|
|
2025
Q1 | $530K | Buy |
3,165
+33
| +1% | +$5.52K | 0.27% | 20 |
|
|
2024
Q4 | $454K | Buy |
3,132
+32
| +1% | +$4.63K | 0.23% | 22 |
|
|
2024
Q3 | $457K | Buy |
3,100
+36
| +1% | +$5.3K | 0.25% | 21 |
|
|
2024
Q2 | $479K | Buy |
3,064
+32
| +1% | +$5.01K | 0.27% | 21 |
|
|
2024
Q1 | $478K | Buy |
3,032
+32
| +1% | +$5.05K | 0.26% | 21 |
|
|
2023
Q4 | $447K | Buy |
+3,000
| New | +$447K | 0.26% | 20 |
|