Financial Insights’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 |
-1,204
| Closed | -$201K | – | 128 |
|
|
2025
Q1 | $201K | Sell |
1,204
-746
| -38% | -$125K | 0.08% | 109 |
|
|
2024
Q4 | $282K | Hold |
1,950
| – | – | 0.1% | 87 |
|
|
2024
Q3 | $287K | Sell |
1,950
-82
| -4% | -$12.1K | 0.09% | 116 |
|
|
2024
Q2 | $318K | Sell |
2,032
-1,126
| -36% | -$176K | 0.09% | 128 |
|
|
2024
Q1 | $498K | Buy |
3,158
+208
| +7% | +$32.8K | 0.14% | 109 |
|
|
2023
Q4 | $440K | Buy |
2,950
+77
| +3% | +$11.5K | 0.14% | 105 |
|
|
2023
Q3 | $419K | Buy |
2,873
+59
| +2% | +$8.6K | 0.15% | 102 |
|
|
2023
Q2 | $443K | Buy |
2,814
+37
| +1% | +$5.82K | 0.16% | 105 |
|
|
2023
Q1 | $453K | Hold |
2,777
| – | – | 0.18% | 93 |
|
|
2022
Q4 | $498K | Hold |
2,777
| – | – | 0.24% | 82 |
|
|
2022
Q3 | $399K | Buy |
2,777
+135
| +5% | +$19.4K | 0.27% | 75 |
|
|
2022
Q2 | $383K | Sell |
2,642
-50
| -2% | -$7.25K | 0.39% | 52 |
|
|
2022
Q1 | $438K | Hold |
2,692
| – | – | 0.4% | 46 |
|
|
2021
Q4 | $316K | Hold |
2,692
| – | – | 0.27% | 61 |
|
|
2021
Q3 | $273K | Buy |
2,692
+200
| +8% | +$20.3K | 0.25% | 66 |
|
|
2021
Q2 | $2.61M | Sell |
2,492
-50
| -2% | -$52.4K | 0.22% | 68 |
|
|
2021
Q1 | $266K | Hold |
2,542
| – | – | 0.2% | 69 |
|
|
2020
Q4 | $215K | Buy |
+2,542
| New | +$215K | 0.17% | 74 |
|
|
2020
Q3 | – | Sell |
-4,695
| Closed | -$216 | – | 76 |
|
|
2020
Q2 | $216 | Buy |
+4,695
| New | +$216 | 0.19% | 71 |
|
|
2020
Q1 | – | Sell |
-2,154
| Closed | -$260K | – | 73 |
|
|
2019
Q4 | $260K | Buy |
+2,154
| New | +$260K | 0.23% | 64 |
|