Eclectic Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
3,790
+49
| +1% | +$7.02K | 0.12% | 81 |
|
|
2025
Q1 | $626K | Buy |
3,741
+396
| +12% | +$66.2K | 0.17% | 78 |
|
|
2024
Q4 | $484K | Sell |
3,345
-29
| -0.9% | -$4.2K | 0.14% | 85 |
|
|
2024
Q3 | $497K | Sell |
3,374
-74
| -2% | -$10.9K | 0.2% | 66 |
|
|
2024
Q2 | $539K | Buy |
3,448
+7
| +0.2% | +$1.1K | 0.24% | 55 |
|
|
2024
Q1 | $543K | Sell |
3,441
-803
| -19% | -$127K | 0.25% | 53 |
|
|
2023
Q4 | $633K | Buy |
4,244
+93
| +2% | +$13.9K | 0.3% | 47 |
|
|
2023
Q3 | $700K | Buy |
4,151
+22
| +0.5% | +$3.71K | 0.36% | 43 |
|
|
2023
Q2 | $650K | Sell |
4,129
-16
| -0.4% | -$2.52K | 0.32% | 45 |
|
|
2023
Q1 | $676K | Sell |
4,145
-790
| -16% | -$129K | 0.35% | 41 |
|
|
2022
Q4 | $886K | Buy |
4,935
+43
| +0.9% | +$7.72K | 0.43% | 41 |
|
|
2022
Q3 | $703K | Buy |
4,892
+1
| +0% | +$144 | 0.46% | 34 |
|
|
2022
Q2 | $708K | Sell |
4,891
-17
| -0.3% | -$2.46K | 0.48% | 36 |
|
|
2022
Q1 | $799K | Sell |
4,908
-210
| -4% | -$34.2K | 0.51% | 36 |
|
|
2021
Q4 | $601K | Buy |
5,118
+40
| +0.8% | +$4.7K | 0.38% | 44 |
|
|
2021
Q3 | $516K | Buy |
5,078
+58
| +1% | +$5.89K | 0.38% | 44 |
|
|
2021
Q2 | $526K | Sell |
5,020
-174
| -3% | -$18.2K | 0.4% | 42 |
|
|
2021
Q1 | $544K | Buy |
5,194
+184
| +4% | +$19.3K | 0.45% | 39 |
|
|
2020
Q4 | $423K | Buy |
+5,010
| New | +$423K | 0.4% | 40 |
|