Demars 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
Q2 | $1.16M | Buy |
+8,106
| New | +$1.16M | 0.45% | 21 |
|
|
2024
Q4 | – | Sell |
-1,628
| Closed | -$240K | – | 73 |
|
|
2024
Q3 | $240K | Sell |
1,628
-3
| -0.2% | -$442 | 0.11% | 63 |
|
|
2024
Q2 | $255K | Hold |
1,631
| – | – | 0.12% | 62 |
|
|
2024
Q1 | $257K | Hold |
1,631
| – | – | 0.13% | 59 |
|
|
2023
Q4 | $243K | Hold |
1,631
| – | – | 0.13% | 61 |
|
|
2023
Q3 | $275K | Sell |
1,631
-144
| -8% | -$24.3K | 0.16% | 68 |
|
|
2023
Q2 | $279K | Buy |
1,775
+10
| +0.6% | +$1.57K | 0.16% | 65 |
|
|
2023
Q1 | $288K | Sell |
1,765
-100
| -5% | -$16.3K | 0.16% | 64 |
|
|
2022
Q4 | $335K | Hold |
1,865
| – | – | 0.18% | 58 |
|
|
2022
Q3 | $268K | Sell |
1,865
-276
| -13% | -$39.7K | 0.16% | 62 |
|
|
2022
Q2 | $310K | Buy |
2,141
+220
| +11% | +$31.9K | 0.18% | 65 |
|
|
2022
Q1 | $313K | Sell |
1,921
-2
| -0.1% | -$326 | 0.16% | 69 |
|
|
2021
Q4 | $226K | Buy |
+1,923
| New | +$226K | 0.12% | 85 |
|