Ethic Inc’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
27,782
-147
| -0.5% | -$21.1K | 0.07% | 284 |
|
|
2025
Q1 | $4.71M | Buy |
27,929
+5,283
| +23% | +$890K | 0.1% | 222 |
|
|
2024
Q4 | $3.28M | Buy |
22,646
+9,265
| +69% | +$1.34M | 0.07% | 296 |
|
|
2024
Q3 | $2.11M | Sell |
13,381
-2,202
| -14% | -$347K | 0.05% | 384 |
|
|
2024
Q2 | $2.44M | Buy |
15,583
+2,202
| +16% | +$344K | 0.06% | 340 |
|
|
2024
Q1 | $2.11M | Buy |
13,381
+2,108
| +19% | +$333K | 0.05% | 384 |
|
|
2023
Q4 | $1.68M | Sell |
11,273
-416
| -4% | -$62.1K | 0.05% | 396 |
|
|
2023
Q3 | $1.97M | Buy |
11,689
+1,646
| +16% | +$278K | 0.07% | 319 |
|
|
2023
Q2 | $1.58M | Sell |
10,043
-665
| -6% | -$105K | 0.06% | 353 |
|
|
2023
Q1 | $1.75M | Sell |
10,708
-640
| -6% | -$104K | 0.07% | 318 |
|
|
2022
Q4 | $2.04M | Sell |
11,348
-5,670
| -33% | -$1.02M | 0.11% | 238 |
|
|
2022
Q3 | $2.45M | Buy |
17,018
+915
| +6% | +$131K | 0.17% | 156 |
|
|
2022
Q2 | $2.33M | Buy |
16,103
+5,927
| +58% | +$858K | 0.16% | 158 |
|
|
2022
Q1 | $1.66M | Buy |
+10,176
| New | +$1.66M | 0.11% | 230 |
|