Everhart 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 | $1.5M | Sell |
10,499
-360
| -3% | -$51.5K | 0.17% | 81 |
|
|
2025
Q1 | $1.82M | Buy |
10,859
+1,983
| +22% | +$332K | 0.25% | 53 |
|
|
2024
Q4 | $1.29M | Buy |
8,876
+1,076
| +14% | +$156K | 0.26% | 73 |
|
|
2024
Q3 | $1.15M | Sell |
7,800
-564
| -7% | -$83.1K | 0.25% | 84 |
|
|
2024
Q2 | $1.31M | Buy |
8,364
+1,436
| +21% | +$225K | 0.34% | 53 |
|
|
2024
Q1 | $1.09M | Buy |
6,928
+1,506
| +28% | +$238K | 0.32% | 63 |
|
|
2023
Q4 | $809K | Sell |
5,422
-1,134
| -17% | -$169K | 0.29% | 68 |
|
|
2023
Q3 | $1.11M | Buy |
6,556
+482
| +8% | +$81.3K | 0.47% | 45 |
|
|
2023
Q2 | $956K | Sell |
6,074
-169
| -3% | -$26.6K | 0.4% | 53 |
|
|
2023
Q1 | $1.02M | Buy |
6,243
+374
| +6% | +$61K | 0.46% | 47 |
|
|
2022
Q4 | $1.05M | Buy |
5,869
+708
| +14% | +$127K | 0.53% | 41 |
|
|
2022
Q3 | $742K | Buy |
5,161
+742
| +17% | +$107K | 0.41% | 46 |
|
|
2022
Q2 | $639K | Buy |
4,419
+592
| +15% | +$85.6K | 0.39% | 53 |
|
|
2022
Q1 | $623K | Buy |
+3,827
| New | +$623K | 0.36% | 57 |
|