Cumberland 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 | – | Sell |
-1,300
| Closed | -$217K | – | 50 |
|
|
2025
Q1 | $217K | Buy |
+1,300
| New | +$217K | 0.1% | 46 |
|
|
2024
Q3 | – | Sell |
-1,290
| Closed | -$202K | – | 49 |
|
|
2024
Q2 | $202K | Hold |
1,290
| – | – | 0.08% | 52 |
|
|
2024
Q1 | $203K | Buy |
+1,290
| New | +$203K | 0.08% | 55 |
|
|
2023
Q4 | – | Sell |
-1,290
| Closed | -$218K | – | 54 |
|
|
2023
Q3 | $218K | Hold |
1,290
| – | – | 0.1% | 53 |
|
|
2023
Q2 | $203K | Hold |
1,290
| – | – | 0.09% | 55 |
|
|
2023
Q1 | $210K | Hold |
1,290
| – | – | 0.09% | 57 |
|
|
2022
Q4 | $232K | Buy |
+1,290
| New | +$232K | 0.1% | 55 |
|