Eley Financial 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
$1.05M Buy
7,329
+209
+3% +$29.9K 0.4% 51
2025
Q1
$1.2M Sell
7,120
-46
-0.6% -$7.75K 0.48% 48
2024
Q4
$1.04M Buy
7,166
+61
+0.9% +$8.84K 0.4% 53
2024
Q3
$1.05M Buy
7,105
+41
+0.6% +$6.04K 0.42% 55
2024
Q2
$1.1M Buy
7,064
+89
+1% +$13.9K 0.47% 50
2024
Q1
$1.1M Sell
6,975
-28
-0.4% -$4.42K 0.47% 52
2023
Q4
$1.04M Buy
7,003
+34
+0.5% +$5.07K 0.49% 50
2023
Q3
$1.19M Sell
6,969
-6
-0.1% -$1.02K 0.61% 44
2023
Q2
$1.1M Sell
6,975
-122
-2% -$19.2K 0.53% 47
2023
Q1
$1.16M Sell
7,097
-146
-2% -$23.8K 0.6% 46
2022
Q4
$1.3M Buy
+7,243
New +$1.3M 0.7% 45