Financial Gravity Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $604K | Buy |
+3,613
| New | +$604K | 0.13% | 89 |
|
|
2024
Q2 | $13K | Sell |
83
-303
| -78% | -$47.4K | ﹤0.01% | 442 |
|
|
2024
Q1 | $59.8K | Sell |
386
-430
| -53% | -$66.7K | 0.01% | 352 |
|
|
2023
Q4 | $635K | Buy |
816
+147
| +22% | +$114K | 0.01% | 437 |
|
|
2023
Q3 | $613K | Buy |
669
+455
| +213% | +$417K | 0.01% | 425 |
|
|
2023
Q2 | $21.7K | Buy |
214
+51
| +31% | +$5.17K | 0.06% | 139 |
|
|
2023
Q1 | $11.6K | Sell |
163
-16
| -9% | -$1.14K | 0.36% | 53 |
|
|
2022
Q4 | $14.9K | Sell |
179
-3,277
| -95% | -$272K | 0.08% | 157 |
|
|
2022
Q3 | $12K | Sell |
3,456
-2,489
| -42% | -$8.65K | 0.41% | 44 |
|
|
2022
Q2 | $12.4K | Buy |
5,945
+2,196
| +59% | +$4.59K | 0.39% | 49 |
|
|
2022
Q1 | $9.22K | Buy |
3,749
+3,515
| +1,502% | +$8.65K | 0.26% | 87 |
|
|
2021
Q4 | $136 | Buy |
234
+233
| +23,300% | +$135 | ﹤0.01% | 656 |
|
|
2021
Q3 | $101K | Sell |
1
-105
| -99% | -$10.6M | 0.05% | 350 |
|
|
2021
Q2 | $116K | Buy |
106
+105
| +10,500% | +$115K | 0.04% | 311 |
|
|
2021
Q1 | $122 | Hold |
1
| – | – | ﹤0.01% | 499 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 547 |
|
|
2020
Q2 | – | Sell |
-166
| Closed | -$10.1K | – | 201 |
|
|
2020
Q1 | $10.1K | Sell |
166
-92
| -36% | -$5.59K | 0.03% | 206 |
|
|
2019
Q4 | $139K | Buy |
258
+106
| +70% | +$57.1K | 0.1% | 209 |
|
|
2019
Q3 | $18K | Sell |
152
-24
| -14% | -$2.84K | 0.02% | 475 |
|
|
2019
Q2 | $22K | Buy |
176
+36
| +26% | +$4.5K | 0.02% | 466 |
|
|
2019
Q1 | $18K | Buy |
+140
| New | +$18K | 0.01% | 455 |
|
|
2018
Q3 | $38K | Sell |
343
-45
| -12% | -$4.99K | 0.04% | 388 |
|
|
2018
Q2 | $48K | Buy |
388
+48
| +14% | +$5.94K | 0.05% | 336 |
|
|
2018
Q1 | $43K | Buy |
+340
| New | +$43K | 0.04% | 348 |
|