Crumly & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
3,477
+39
| +1% | +$5.58K | 0.12% | 100 |
|
|
2025
Q1 | $575K | Buy |
3,438
+143
| +4% | +$23.9K | 0.16% | 91 |
|
|
2024
Q4 | $477K | Sell |
3,295
-409
| -11% | -$59.2K | 0.13% | 100 |
|
|
2024
Q3 | $545K | Buy |
3,704
+102
| +3% | +$15K | 0.15% | 97 |
|
|
2024
Q2 | $563K | Buy |
3,602
+120
| +3% | +$18.8K | 0.16% | 86 |
|
|
2024
Q1 | $549K | Buy |
3,482
+298
| +9% | +$47K | 0.14% | 95 |
|
|
2023
Q4 | $475K | Sell |
3,184
-542
| -15% | -$80.8K | 0.14% | 100 |
|
|
2023
Q3 | $628K | Sell |
3,726
-159
| -4% | -$26.8K | 0.25% | 56 |
|
|
2023
Q2 | $611K | Buy |
3,885
+129
| +3% | +$20.3K | 0.24% | 58 |
|
|
2023
Q1 | $613K | Buy |
3,756
+505
| +16% | +$82.4K | 0.27% | 59 |
|
|
2022
Q4 | $584K | Sell |
3,251
-63
| -2% | -$11.3K | 0.22% | 55 |
|
|
2022
Q3 | $476K | Buy |
3,314
+261
| +9% | +$37.5K | 0.2% | 63 |
|
|
2022
Q2 | $442K | Buy |
3,053
+386
| +14% | +$55.9K | 0.18% | 67 |
|
|
2022
Q1 | $434K | Buy |
2,667
+347
| +15% | +$56.5K | 0.16% | 77 |
|
|
2021
Q4 | $311K | Buy |
+2,320
| New | +$311K | 0.12% | 85 |
|