DecisionPoint Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Buy |
309
+9
| +3% | +$1.31K | 0.01% | 86 |
|
|
2025
Q1 | $50.2K | Hold |
300
| – | – | 0.01% | 83 |
|
|
2024
Q4 | $43.5K | Hold |
300
| – | – | 0.01% | 89 |
|
|
2024
Q3 | $44.2K | Hold |
300
| – | – | 0.01% | 87 |
|
|
2024
Q2 | $48.1K | Sell |
300
-50
| -14% | -$8.02K | 0.02% | 82 |
|
|
2024
Q1 | $58.1K | Buy |
350
+50
| +17% | +$8.3K | 0.02% | 77 |
|
|
2023
Q4 | $44.7K | Sell |
300
-4
| -1% | -$597 | 0.02% | 79 |
|
|
2023
Q3 | $51.3K | Hold |
304
| – | – | 0.03% | 61 |
|
|
2023
Q2 | $47.8K | Hold |
304
| – | – | 0.02% | 66 |
|
|
2023
Q1 | $49.6K | Hold |
304
| – | – | 0.03% | 62 |
|
|
2022
Q4 | $54.6K | Buy |
+304
| New | +$54.6K | 0.03% | 53 |
|