Fogel Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
10,344
+1,210
| +13% | +$173K | 0.79% | 26 |
|
|
2025
Q1 | $1.53M | Buy |
9,134
+3,648
| +66% | +$610K | 0.82% | 23 |
|
|
2024
Q4 | $795K | Buy |
5,486
+1,040
| +23% | +$151K | 0.4% | 26 |
|
|
2024
Q3 | $655K | Buy |
4,446
+810
| +22% | +$119K | 0.34% | 28 |
|
|
2024
Q2 | $569K | Buy |
3,636
+797
| +28% | +$125K | 0.3% | 28 |
|
|
2024
Q1 | $455K | Buy |
+2,839
| New | +$455K | 0.27% | 29 |
|