EdgeRock Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+1,519
| New | +$219K | 0.07% | 102 |
|
|
2023
Q4 | – | Sell |
-1,775
| Closed | -$299K | – | 331 |
|
|
2023
Q3 | $299K | Buy |
1,775
+230
| +15% | +$38.8K | 0.18% | 39 |
|
|
2023
Q2 | $243K | Sell |
1,545
-90
| -6% | -$14.2K | 0.12% | 58 |
|
|
2023
Q1 | $267K | Sell |
1,635
-170
| -9% | -$27.8K | 0.14% | 52 |
|
|
2022
Q4 | $324K | Buy |
1,805
+824
| +84% | +$148K | 0.18% | 44 |
|
|
2022
Q3 | $141K | Buy |
+981
| New | +$141K | 0.08% | 68 |
|