FORA Capital’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 |
-87,617
| Closed | -$14.7M | – | 546 |
|
2025
Q1 | $14.7M | Buy |
87,617
+55,099
| +169% | +$9.22M | 1.49% | 6 |
|
2024
Q4 | $4.71M | Sell |
32,518
-20,526
| -39% | -$2.97M | 0.54% | 57 |
|
2024
Q3 | $7.81M | Buy |
+53,044
| New | +$7.81M | 0.92% | 22 |
|
2024
Q2 | – | Sell |
-72,686
| Closed | -$11.5M | – | 404 |
|
2024
Q1 | $11.5M | Sell |
72,686
-22,206
| -23% | -$3.5M | 0.94% | 24 |
|
2023
Q4 | $14.2M | Buy |
+94,892
| New | +$14.2M | 1.22% | 10 |
|
2023
Q3 | – | Sell |
-50,966
| Closed | -$8.02M | – | 485 |
|
2023
Q2 | $8.02M | Buy |
+50,966
| New | +$8.02M | 1.14% | 12 |
|
2023
Q1 | – | Sell |
-53,188
| Closed | -$9.55M | – | 555 |
|
2022
Q4 | $9.55M | Sell |
53,188
-21,489
| -29% | -$3.86M | 1.54% | 7 |
|
2022
Q3 | $10.7M | Buy |
74,677
+22,603
| +43% | +$3.25M | 2.06% | 4 |
|
2022
Q2 | $7.54M | Buy |
+52,074
| New | +$7.54M | 1.5% | 2 |
|
2022
Q1 | – | Sell |
-17,959
| Closed | -$2.11M | – | 534 |
|
2021
Q4 | $2.11M | Sell |
17,959
-30,573
| -63% | -$3.59M | 0.82% | 22 |
|
2021
Q3 | $4.92M | Buy |
+48,532
| New | +$4.92M | 1.24% | 14 |
|
2021
Q2 | – | Sell |
-5,050
| Closed | -$529K | – | 925 |
|
2021
Q1 | $529K | Sell |
5,050
-3,455
| -41% | -$362K | 0.17% | 142 |
|
2020
Q4 | $718K | Sell |
8,505
-7,943
| -48% | -$671K | 0.11% | 210 |
|
2020
Q3 | $1.18M | Buy |
16,448
+7,116
| +76% | +$512K | 0.78% | 24 |
|
2020
Q2 | $833K | Sell |
9,332
-576
| -6% | -$51.4K | 0.29% | 84 |
|
2020
Q1 | $718K | Sell |
9,908
-57,480
| -85% | -$4.17M | 0.16% | 168 |
|
2019
Q4 | $8.12M | Buy |
+67,388
| New | +$8.12M | 0.82% | 19 |
|