CIS
Custom Index Systems’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $317K | Buy |
2,216
+52
| +2% | +$7.45K | 0.15% | 186 |
|
2025
Q1 | $362K | Sell |
2,164
-285
| -12% | -$47.7K | 0.18% | 176 |
|
2024
Q4 | $355K | Sell |
2,449
-467
| -16% | -$67.6K | 0.19% | 160 |
|
2024
Q3 | $429K | Sell |
2,916
-46
| -2% | -$6.77K | 0.23% | 133 |
|
2024
Q2 | $463K | Buy |
2,962
+899
| +44% | +$141K | 0.27% | 99 |
|
2024
Q1 | $325K | Sell |
2,063
-190
| -8% | -$30K | 0.19% | 181 |
|
2023
Q4 | $336K | Buy |
+2,253
| New | +$336K | 0.21% | 147 |
|