Disciplina Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$4.35K | – | 67 |
|
|
2024
Q4 | $4.35K | Hold |
30
| – | – | ﹤0.01% | 64 |
|
|
2024
Q3 | $4.38K | Sell |
30
-795
| -96% | -$116K | ﹤0.01% | 63 |
|
|
2024
Q2 | $129K | Buy |
825
+8
| +1% | +$1.25K | 0.02% | 35 |
|
|
2024
Q1 | $129K | Buy |
817
+9
| +1% | +$1.42K | 0.02% | 33 |
|
|
2023
Q4 | $121K | Buy |
808
+8
| +1% | +$1.19K | 0.02% | 34 |
|
|
2023
Q3 | $135K | Buy |
800
+8
| +1% | +$1.35K | 0.03% | 26 |
|
|
2023
Q2 | $125K | Buy |
792
+491
| +163% | +$77.3K | 0.02% | 27 |
|
|
2023
Q1 | $49.2K | Sell |
301
-52
| -15% | -$8.5K | 0.01% | 28 |
|
|
2022
Q4 | $63.3K | Buy |
353
+3
| +0.9% | +$538 | 0.02% | 26 |
|
|
2022
Q3 | $50.3K | Buy |
350
+46
| +15% | +$6.61K | 0.01% | 24 |
|
|
2022
Q2 | $44K | Buy |
304
+2
| +0.7% | +$290 | 0.01% | 25 |
|
|
2022
Q1 | $49.1K | Sell |
302
-7
| -2% | -$1.14K | 0.01% | 26 |
|
|
2021
Q4 | $36.2K | Sell |
309
-45
| -13% | -$5.28K | 0.01% | 45 |
|
|
2021
Q3 | $35.9K | Buy |
354
+19
| +6% | +$1.93K | 0.01% | 47 |
|
|
2021
Q2 | $35.1K | Buy |
335
+79
| +31% | +$8.27K | 0.01% | 46 |
|
|
2021
Q1 | $26.8K | Buy |
+256
| New | +$26.8K | 0.01% | 44 |
|