EWG Elevate’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,265
| Closed | -$212K | – | 144 |
|
2025
Q1 | $212K | Sell |
1,265
-1,630
| -56% | -$273K | 0.08% | 113 |
|
2024
Q4 | $419K | Buy |
2,895
+229
| +9% | +$33.2K | 0.13% | 104 |
|
2024
Q3 | $393K | Buy |
2,666
+888
| +50% | +$131K | 0.16% | 77 |
|
2024
Q2 | $278K | Buy |
1,778
+108
| +6% | +$16.9K | 0.1% | 110 |
|
2024
Q1 | $263K | Buy |
1,670
+110
| +7% | +$17.4K | 0.1% | 104 |
|
2023
Q4 | $233K | Buy |
1,560
+6
| +0.4% | +$895 | 0.1% | 93 |
|
2023
Q3 | $262K | Sell |
1,554
-46
| -3% | -$7.76K | 0.12% | 76 |
|
2023
Q2 | $252K | Sell |
1,600
-73
| -4% | -$11.5K | 0.1% | 83 |
|
2023
Q1 | $273K | Buy |
1,673
+38
| +2% | +$6.2K | 0.12% | 74 |
|
2022
Q4 | $293K | Buy |
+1,635
| New | +$293K | 0.15% | 63 |
|