ERn Financial LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
1,560
-5,035
| -76% | -$721K | 0.05% | 134 |
|
|
2025
Q1 | $1.1M | Sell |
6,595
-143
| -2% | -$23.9K | 0.17% | 87 |
|
|
2024
Q4 | $976K | Buy |
6,738
+114
| +2% | +$16.5K | 0.15% | 99 |
|
|
2024
Q3 | $976K | Sell |
6,624
-63
| -0.9% | -$9.28K | 0.15% | 97 |
|
|
2024
Q2 | $1.05M | Buy |
6,687
+32
| +0.5% | +$5.01K | 0.17% | 89 |
|
|
2024
Q1 | $1.05M | Buy |
6,655
+71
| +1% | +$11.2K | 0.18% | 92 |
|
|
2023
Q4 | $934K | Buy |
6,584
+299
| +5% | +$42.4K | 0.18% | 94 |
|
|
2023
Q3 | $1.06M | Buy |
6,285
+246
| +4% | +$41.5K | 0.23% | 79 |
|
|
2023
Q2 | $950K | Buy |
6,039
+593
| +11% | +$93.3K | 0.2% | 90 |
|
|
2023
Q1 | $889K | Buy |
5,446
+194
| +4% | +$31.7K | 0.2% | 88 |
|
|
2022
Q4 | $943K | Buy |
5,252
+2,375
| +83% | +$426K | 0.21% | 84 |
|
|
2022
Q3 | $413K | Buy |
2,877
+106
| +4% | +$15.2K | 0.11% | 118 |
|
|
2022
Q2 | $401K | Buy |
2,771
+828
| +43% | +$120K | 0.1% | 122 |
|
|
2022
Q1 | $316K | Buy |
1,943
+236
| +14% | +$38.4K | 0.07% | 135 |
|
|
2021
Q4 | $200K | Buy |
+1,707
| New | +$200K | 0.04% | 154 |
|