Eaton Financial Holdings’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Sell
7,234
-2,377
-25% -$340K 0.32% 51
2025
Q1
$1.61M Sell
9,611
-2,300
-19% -$385K 0.67% 32
2024
Q4
$1.73M Sell
11,911
-1,300
-10% -$188K 0.66% 33
2024
Q3
$1.95M Buy
+13,211
New +$1.95M 0.79% 27
2024
Q1
$2.08M Buy
13,161
+2,303
+21% +$363K 1.08% 25
2023
Q4
$1.62M Buy
10,858
+37
+0.3% +$5.52K 0.39% 75
2023
Q3
$1.82M Buy
10,821
+250
+2% +$42.2K 0.49% 59
2023
Q2
$1.66M Sell
10,571
-30
-0.3% -$4.72K 1.25% 17
2023
Q1
$1.73M Sell
10,601
-42
-0.4% -$6.85K 1.35% 17
2022
Q4
$1.91M Buy
+10,643
New +$1.91M 1.63% 14