Ellerson Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
2,844
-373
| -12% | -$53.4K | 0.29% | 38 |
|
|
2025
Q1 | $538K | Sell |
3,217
-100
| -3% | -$16.7K | 0.43% | 33 |
|
|
2024
Q4 | $480K | Hold |
3,317
| – | – | 0.35% | 34 |
|
|
2024
Q3 | $488K | Buy |
3,317
+432
| +15% | +$63.6K | 0.38% | 34 |
|
|
2024
Q2 | $451K | Sell |
2,885
-422
| -13% | -$66K | 0.34% | 33 |
|
|
2024
Q1 | $522K | Hold |
3,307
| – | – | 0.4% | 34 |
|
|
2023
Q4 | $493K | Hold |
3,307
| – | – | 0.43% | 33 |
|
|
2023
Q3 | $558K | Buy |
3,307
+422
| +15% | +$71.2K | 0.52% | 31 |
|
|
2023
Q2 | $454K | Hold |
2,885
| – | – | 0.43% | 32 |
|
|
2023
Q1 | $471K | Sell |
2,885
-472
| -14% | -$77K | 0.51% | 29 |
|
|
2022
Q4 | $603K | Buy |
+3,357
| New | +$603K | 0.64% | 29 |
|