Forte 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 | $764K | Sell |
5,338
-82
| -2% | -$11.7K | 0.08% | 143 |
|
|
2025
Q1 | $907K | Sell |
5,420
-55
| -1% | -$9.2K | 0.11% | 122 |
|
|
2024
Q4 | $793K | Sell |
5,475
-532
| -9% | -$77K | 0.09% | 130 |
|
|
2024
Q3 | $885K | Sell |
6,007
-164
| -3% | -$24.2K | 0.1% | 127 |
|
|
2024
Q2 | $965K | Buy |
6,171
+6
| +0.1% | +$938 | 0.12% | 109 |
|
|
2024
Q1 | $972K | Sell |
6,165
-16
| -0.3% | -$2.52K | 0.12% | 108 |
|
|
2023
Q4 | $922K | Buy |
6,181
+87
| +1% | +$13K | 0.13% | 109 |
|
|
2023
Q3 | $1.03M | Buy |
6,094
+14
| +0.2% | +$2.36K | 0.16% | 96 |
|
|
2023
Q2 | $957K | Sell |
6,080
-149
| -2% | -$23.4K | 0.14% | 100 |
|
|
2023
Q1 | $1.02M | Sell |
6,229
-70
| -1% | -$11.4K | 0.16% | 101 |
|
|
2022
Q4 | $1.13M | Sell |
6,299
-537
| -8% | -$96.4K | 0.19% | 94 |
|
|
2022
Q3 | $982K | Buy |
6,836
+111
| +2% | +$15.9K | 0.18% | 98 |
|
|
2022
Q2 | $974K | Buy |
6,725
+118
| +2% | +$17.1K | 0.17% | 101 |
|
|
2022
Q1 | $775K | Hold |
6,607
| – | – | 0.1% | 123 |
|
|
2021
Q4 | $775K | Buy |
6,607
+47
| +0.7% | +$5.51K | 0.1% | 123 |
|
|
2021
Q3 | $666K | Sell |
6,560
-405
| -6% | -$41.1K | 0.09% | 127 |
|
|
2021
Q2 | $730K | Buy |
6,965
+666
| +11% | +$69.8K | 0.1% | 123 |
|
|
2021
Q1 | $660K | Sell |
6,299
-1,060
| -14% | -$111K | 0.1% | 123 |
|
|
2020
Q4 | $621K | Buy |
7,359
+124
| +2% | +$10.5K | 0.1% | 122 |
|
|
2020
Q3 | $521K | Sell |
7,235
-216
| -3% | -$15.6K | 0.1% | 122 |
|
|
2020
Q2 | $665K | Buy |
+7,451
| New | +$665K | 0.14% | 103 |
|
|
2018
Q1 | – | Sell |
-6,132
| Closed | -$767K | – | 101 |
|
|
2017
Q4 | $767K | Buy |
6,132
+250
| +4% | +$31.3K | 0.23% | 83 |
|
|
2017
Q3 | $691K | Sell |
5,882
-26
| -0.4% | -$3.05K | 0.22% | 85 |
|
|
2017
Q2 | $616K | Hold |
5,908
| – | – | 0.2% | 90 |
|
|
2017
Q1 | $634K | Buy |
5,908
+308
| +6% | +$33.1K | 0.22% | 84 |
|
|
2016
Q4 | $659K | Buy |
5,600
+1
| +0% | +$118 | 0.25% | 84 |
|
|
2016
Q3 | $576K | Sell |
5,599
-735
| -12% | -$75.6K | 0.22% | 90 |
|
|
2016
Q2 | $664K | Sell |
6,334
-95
| -1% | -$9.96K | 0.26% | 79 |
|
|
2016
Q1 | $613K | Sell |
6,429
-39
| -0.6% | -$3.72K | 0.27% | 77 |
|
|
2015
Q4 | $582K | Sell |
6,468
-60
| -0.9% | -$5.4K | 0.24% | 75 |
|
|
2015
Q3 | $515K | Sell |
6,528
-191
| -3% | -$15.1K | 0.24% | 81 |
|
|
2015
Q2 | $648K | Buy |
6,719
+85
| +1% | +$8.2K | 0.28% | 80 |
|
|
2015
Q1 | $709K | Sell |
6,634
-75
| -1% | -$8.02K | 0.3% | 71 |
|
|
2014
Q4 | $753K | Sell |
6,709
-170
| -2% | -$19.1K | 0.33% | 72 |
|
|
2014
Q3 | $821K | Buy |
+6,879
| New | +$821K | 0.38% | 59 |
|