Edge Capital Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10M | Buy |
69,191
+2,689
| +4% | +$389K | 0.45% | 50 |
|
|
2024
Q3 | $9.79M | Sell |
66,502
-2,723
| -4% | -$401K | 0.43% | 51 |
|
|
2024
Q2 | $10.8M | Buy |
69,225
+1,601
| +2% | +$250K | 0.52% | 43 |
|
|
2024
Q1 | $10.7M | Buy |
67,624
+10,033
| +17% | +$1.58M | 0.53% | 41 |
|
|
2023
Q4 | $8.59M | Buy |
57,591
+5,923
| +11% | +$883K | 0.48% | 47 |
|
|
2023
Q3 | $8.71M | Buy |
51,668
+3,161
| +7% | +$533K | 0.56% | 38 |
|
|
2023
Q2 | $7.63M | Buy |
48,507
+3,195
| +7% | +$503K | 0.44% | 56 |
|
|
2023
Q1 | $7.39M | Sell |
45,312
-23,061
| -34% | -$3.76M | 0.46% | 53 |
|
|
2022
Q4 | $12.3M | Buy |
68,373
+19,651
| +40% | +$3.53M | 0.86% | 28 |
|
|
2022
Q3 | $7M | Buy |
48,722
+8,145
| +20% | +$1.17M | 0.58% | 40 |
|
|
2022
Q2 | $5.88M | Sell |
40,577
-32,211
| -44% | -$4.66M | 0.51% | 47 |
|
|
2022
Q1 | $11.9M | Sell |
72,788
-13,287
| -15% | -$2.16M | 0.81% | 27 |
|
|
2021
Q4 | $10.1M | Sell |
86,075
-45,514
| -35% | -$5.34M | 0.72% | 29 |
|
|
2021
Q3 | $13.4M | Buy |
131,589
+45,037
| +52% | +$4.57M | 1.06% | 20 |
|
|
2021
Q2 | $9.07M | Sell |
86,552
-2,031
| -2% | -$213K | 0.72% | 28 |
|
|
2021
Q1 | $9.28M | Sell |
88,583
-59,713
| -40% | -$6.26M | 0.78% | 27 |
|
|
2020
Q4 | $12.5M | Buy |
148,296
+50,963
| +52% | +$4.3M | 1.05% | 19 |
|
|
2020
Q3 | $7.01M | Sell |
97,333
-997
| -1% | -$71.8K | 0.7% | 33 |
|
|
2020
Q2 | $8.77M | Sell |
98,330
-3,848
| -4% | -$343K | 0.92% | 23 |
|
|
2020
Q1 | $7.4M | Buy |
102,178
+83,012
| +433% | +$6.02M | 0.88% | 27 |
|
|
2019
Q4 | $2.31M | Buy |
19,166
+335
| +2% | +$40.4K | 0.22% | 80 |
|
|
2019
Q3 | $2.23M | Sell |
18,831
-403
| -2% | -$47.8K | 0.23% | 78 |
|
|
2019
Q2 | $2.39M | Buy |
19,234
+1,268
| +7% | +$158K | 0.23% | 84 |
|
|
2019
Q1 | $2.21M | Sell |
17,966
-66
| -0.4% | -$8.13K | 0.22% | 84 |
|
|
2018
Q4 | $1.96M | Buy |
+18,032
| New | +$1.96M | 0.21% | 84 |
|