Fort Point Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
15,200
+206
| +1% | +$29.5K | 0.16% | 82 |
|
|
2025
Q1 | $2.51M | Sell |
14,994
-511
| -3% | -$85.5K | 0.28% | 69 |
|
|
2024
Q4 | $2.25M | Sell |
15,505
-354
| -2% | -$51.3K | 0.24% | 72 |
|
|
2024
Q3 | $2.34M | Buy |
15,859
+262
| +2% | +$38.6K | 0.29% | 57 |
|
|
2024
Q2 | $2.44M | Sell |
15,597
-9
| -0.1% | -$1.41K | 0.31% | 51 |
|
|
2024
Q1 | $2.46M | Buy |
15,606
+1
| +0% | +$158 | 0.33% | 51 |
|
|
2023
Q4 | $2.33M | Sell |
15,605
-22
| -0.1% | -$3.28K | 0.33% | 46 |
|
|
2023
Q3 | $2.64M | Sell |
15,627
-1,774
| -10% | -$299K | 0.4% | 35 |
|
|
2023
Q2 | $2.74M | Buy |
17,401
+14
| +0.1% | +$2.2K | 0.39% | 39 |
|
|
2023
Q1 | $2.84M | Buy |
17,387
+216
| +1% | +$35.2K | 0.43% | 45 |
|
|
2022
Q4 | $3.08M | Sell |
17,171
-321
| -2% | -$57.6K | 0.48% | 42 |
|
|
2022
Q3 | $2.51M | Buy |
17,492
+816
| +5% | +$117K | 0.42% | 45 |
|
|
2022
Q2 | $2.41M | Sell |
16,676
-218
| -1% | -$31.6K | 0.39% | 50 |
|
|
2022
Q1 | $2.75M | Buy |
16,894
+222
| +1% | +$36.2K | 0.38% | 54 |
|
|
2021
Q4 | $1.96M | Buy |
16,672
+4,244
| +34% | +$498K | 0.26% | 57 |
|
|
2021
Q3 | $1.26M | Buy |
12,428
+1,014
| +9% | +$103K | 0.19% | 66 |
|
|
2021
Q2 | $1.2M | Buy |
11,414
+225
| +2% | +$23.6K | 0.22% | 58 |
|
|
2021
Q1 | $1.17M | Hold |
11,189
| – | – | 0.25% | 52 |
|
|
2020
Q4 | $945K | Sell |
11,189
-6,072
| -35% | -$513K | 0.22% | 58 |
|
|
2020
Q3 | $1.24M | Buy |
17,261
+759
| +5% | +$54.7K | 0.31% | 47 |
|
|
2020
Q2 | $1.47M | Buy |
16,502
+4,247
| +35% | +$379K | 0.46% | 33 |
|
|
2020
Q1 | $888K | Buy |
12,255
+448
| +4% | +$32.5K | 0.38% | 38 |
|
|
2019
Q4 | $1.42M | Sell |
11,807
-135
| -1% | -$16.3K | 0.51% | 31 |
|
|
2019
Q3 | $1.42M | Sell |
11,942
-1,674
| -12% | -$198K | 0.53% | 32 |
|
|
2019
Q2 | $1.69M | Sell |
13,616
-3,605
| -21% | -$449K | 0.67% | 28 |
|
|
2019
Q1 | $2.12M | Buy |
17,221
+3,268
| +23% | +$402K | 0.93% | 22 |
|
|
2018
Q4 | $1.52M | Sell |
13,953
-12,593
| -47% | -$1.37M | 0.61% | 32 |
|
|
2018
Q3 | $3.25M | Buy |
26,546
+1,061
| +4% | +$130K | 0.98% | 20 |
|
|
2018
Q2 | $3.22M | Sell |
25,485
-1,178
| -4% | -$149K | 1.08% | 18 |
|
|
2018
Q1 | $3.04M | Buy |
26,663
+189
| +0.7% | +$21.6K | 1.11% | 19 |
|
|
2017
Q4 | $3.31M | Buy |
26,474
+42
| +0.2% | +$5.26K | 1.54% | 15 |
|
|
2017
Q3 | $3.11M | Buy |
+26,432
| New | +$3.11M | 1.49% | 16 |
|
|
2017
Q2 | – | Sell |
-2,881
| Closed | -$309K | – | 102 |
|
|
2017
Q1 | $309K | Sell |
2,881
-965
| -25% | -$104K | 0.16% | 74 |
|
|
2016
Q4 | $444K | Sell |
3,846
-1,865
| -33% | -$215K | 0.24% | 62 |
|
|
2016
Q3 | $588K | Buy |
5,711
+398
| +7% | +$41K | 0.27% | 68 |
|
|
2016
Q2 | $557K | Sell |
5,313
-255
| -5% | -$26.7K | 0.27% | 65 |
|
|
2016
Q1 | $531K | Buy |
5,568
+548
| +11% | +$52.3K | 0.27% | 56 |
|
|
2015
Q4 | $452K | Buy |
5,020
+27
| +0.5% | +$2.43K | 0.23% | 65 |
|
|
2015
Q3 | $394K | Buy |
4,993
+2,702
| +118% | +$213K | 0.24% | 54 |
|
|
2015
Q2 | $221K | Buy |
+2,291
| New | +$221K | 0.14% | 68 |
|
|
2014
Q4 | – | Sell |
-1,773
| Closed | -$212K | – | 66 |
|
|
2014
Q3 | $212K | Buy |
+1,773
| New | +$212K | 0.16% | 57 |
|