Delta Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.01M | Sell |
12,158
-46
| -0.4% | -$7.59K | 0.46% | 42 |
|
|
2024
Q4 | $1.77M | Buy |
+12,204
| New | +$1.77M | 0.41% | 45 |
|
|
2024
Q2 | – | Sell |
-11,840
| Closed | -$1.87M | – | 140 |
|
|
2024
Q1 | $1.87M | Sell |
11,840
-59
| -0.5% | -$9.31K | 0.55% | 35 |
|
|
2023
Q4 | $1.78M | Sell |
11,899
-1,330
| -10% | -$198K | 0.56% | 31 |
|
|
2023
Q3 | $2.23M | Buy |
+13,229
| New | +$2.23M | 0.77% | 23 |
|
|
2023
Q2 | – | Sell |
-11,479
| Closed | -$1.87M | – | 114 |
|
|
2023
Q1 | $1.87M | Buy |
11,479
+820
| +8% | +$134K | 0.74% | 20 |
|
|
2022
Q4 | $1.92M | Buy |
+10,659
| New | +$1.92M | 0.85% | 20 |
|