Ethos Financial 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 | $517K | Sell |
3,612
-2,001
| -36% | -$287K | 0.04% | 257 |
|
|
2025
Q1 | $819K | Buy |
5,613
+185
| +3% | +$27K | 0.08% | 170 |
|
|
2024
Q4 | $788K | Sell |
5,428
-296
| -5% | -$43K | 0.1% | 115 |
|
|
2024
Q3 | $843K | Sell |
5,724
-407
| -7% | -$59.9K | 0.14% | 90 |
|
|
2024
Q2 | $980K | Sell |
6,131
-465
| -7% | -$74.3K | 0.17% | 78 |
|
|
2024
Q1 | $1.04M | Sell |
6,596
-825
| -11% | -$130K | 0.2% | 74 |
|
|
2023
Q4 | $1.11M | Buy |
7,421
+2,225
| +43% | +$332K | 0.24% | 71 |
|
|
2023
Q3 | $876K | Buy |
5,196
+286
| +6% | +$48.2K | 0.23% | 63 |
|
|
2023
Q2 | $801K | Hold |
4,910
| – | – | 0.27% | 56 |
|
|
2023
Q1 | $801K | Buy |
4,910
+119
| +2% | +$19.4K | 0.25% | 62 |
|
|
2022
Q4 | $861K | Buy |
+4,791
| New | +$861K | 0.29% | 55 |
|