Financial Perspectives’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
2,015
+318
| +19% | +$45.5K | 0.09% | 120 |
|
|
2025
Q1 | $284K | Sell |
1,697
-387
| -19% | -$64.7K | 0.1% | 111 |
|
|
2024
Q4 | $302K | Hold |
2,084
| – | – | 0.1% | 113 |
|
|
2024
Q3 | $307K | Hold |
2,084
| – | – | 0.11% | 114 |
|
|
2024
Q2 | $326K | Hold |
2,084
| – | – | 0.12% | 102 |
|
|
2024
Q1 | $329K | Sell |
2,084
-70
| -3% | -$11K | 0.12% | 99 |
|
|
2023
Q4 | $321K | Hold |
2,154
| – | – | 0.13% | 98 |
|
|
2023
Q3 | $363K | Sell |
2,154
-47
| -2% | -$7.92K | 0.17% | 76 |
|
|
2023
Q2 | $346K | Buy |
2,201
+2
| +0.1% | +$315 | 0.15% | 87 |
|
|
2023
Q1 | $359K | Buy |
2,199
+2
| +0.1% | +$326 | 0.17% | 80 |
|
|
2022
Q4 | $394K | Buy |
2,197
+1
| +0% | +$179 | 0.2% | 71 |
|
|
2022
Q3 | $315K | Buy |
2,196
+2
| +0.1% | +$287 | 0.18% | 81 |
|
|
2022
Q2 | $318K | Buy |
2,194
+1
| +0% | +$145 | 0.18% | 79 |
|
|
2022
Q1 | $357K | Buy |
2,193
+182
| +9% | +$29.6K | 0.17% | 82 |
|
|
2021
Q4 | $236K | Hold |
2,011
| – | – | 0.11% | 110 |
|
|
2021
Q3 | $204K | Hold |
2,011
| – | – | 0.1% | 118 |
|
|
2021
Q2 | $211K | Sell |
2,011
-213,437
| -99% | -$22.4M | 0.1% | 123 |
|
|
2021
Q1 | $2.06M | Buy |
215,448
+213,392
| +10,379% | +$2.04M | 0.1% | 143 |
|
|
2020
Q4 | $174K | Buy |
2,056
+45
| +2% | +$3.8K | 0.1% | 128 |
|
|
2020
Q3 | $145K | Hold |
2,011
| – | – | 0.1% | 123 |
|
|
2020
Q2 | $179K | Hold |
2,011
| – | – | 0.13% | 94 |
|
|
2020
Q1 | $146K | Hold |
2,011
| – | – | 0.12% | 91 |
|
|
2019
Q4 | $242K | Buy |
+2,011
| New | +$242K | 0.17% | 72 |
|