Ellevest Inc’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,723
| Closed | -$250K | – | 414 |
|
|
2024
Q4 | $250K | Sell |
1,723
-1,753
| -50% | -$254K | 0.01% | 348 |
|
|
2024
Q3 | $512K | Sell |
3,476
-794
| -19% | -$117K | 0.03% | 212 |
|
|
2024
Q2 | $668K | Buy |
+4,270
| New | +$668K | 0.04% | 156 |
|
|
2023
Q2 | – | Sell |
-910
| Closed | -$148K | – | 658 |
|
|
2023
Q1 | $148K | Buy |
910
+70
| +8% | +$11.4K | 0.01% | 373 |
|
|
2022
Q4 | $151K | Buy |
+840
| New | +$151K | 0.01% | 351 |
|
|
2022
Q3 | – | Sell |
-74
| Closed | -$11K | – | 1665 |
|
|
2022
Q2 | $11K | Buy |
+74
| New | +$11K | ﹤0.01% | 860 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1461 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1467 |
|
|
2021
Q3 | – | Sell |
-5,295
| Closed | -$555K | – | 1441 |
|
|
2021
Q2 | $555K | Hold |
5,295
| – | – | 0.06% | 79 |
|
|
2021
Q1 | $555K | Hold |
5,295
| – | – | 0.07% | 79 |
|
|
2020
Q4 | $447K | Sell |
5,295
-1,343
| -20% | -$113K | 0.07% | 73 |
|
|
2020
Q3 | $478K | Sell |
6,638
-75
| -1% | -$5.4K | 0.09% | 66 |
|
|
2020
Q2 | $599K | Buy |
6,713
+6,608
| +6,293% | +$590K | 0.13% | 44 |
|
|
2020
Q1 | $8K | Sell |
105
-280
| -73% | -$21.3K | ﹤0.01% | 581 |
|
|
2019
Q4 | $46K | Sell |
385
-7
| -2% | -$836 | 0.01% | 208 |
|
|
2019
Q3 | $46K | Sell |
392
-17
| -4% | -$2K | 0.02% | 123 |
|
|
2019
Q2 | $51K | Buy |
409
+19
| +5% | +$2.37K | 0.02% | 116 |
|
|
2019
Q1 | $48K | Buy |
390
+41
| +12% | +$5.05K | 0.02% | 94 |
|
|
2018
Q4 | $38K | Buy |
+349
| New | +$38K | 0.02% | 201 |
|