Disciplined Equity Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Hold |
900
| – | – | 0.08% | 47 |
|
|
2025
Q1 | $151K | Hold |
900
| – | – | 0.1% | 45 |
|
|
2024
Q4 | $130K | Hold |
900
| – | – | 0.08% | 51 |
|
|
2024
Q3 | $133K | Hold |
900
| – | – | 0.08% | 51 |
|
|
2024
Q2 | $141K | Hold |
900
| – | – | 0.09% | 50 |
|
|
2024
Q1 | $142K | Sell |
900
-400
| -31% | -$63.1K | 0.09% | 48 |
|
|
2023
Q4 | $194K | Buy |
1,300
+400
| +44% | +$59.7K | 0.13% | 47 |
|
|
2023
Q3 | $152K | Hold |
900
| – | – | 0.13% | 43 |
|
|
2023
Q2 | $142K | Hold |
900
| – | – | 0.12% | 45 |
|
|
2023
Q1 | $147K | Hold |
900
| – | – | 0.12% | 43 |
|
|
2022
Q4 | $162K | Hold |
900
| – | – | 0.14% | 43 |
|
|
2022
Q3 | $129K | Hold |
900
| – | – | 0.13% | 42 |
|
|
2022
Q2 | $130K | Buy |
+900
| New | +$130K | 0.12% | 50 |
|