Fortem Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
1,719
-342
| -17% | -$49K | 0.08% | 147 |
|
|
2025
Q1 | $345K | Sell |
2,061
-22
| -1% | -$3.68K | 0.13% | 143 |
|
|
2024
Q4 | $302K | Hold |
2,083
| – | – | 0.12% | 144 |
|
|
2024
Q3 | $307K | Sell |
2,083
-873
| -30% | -$129K | 0.12% | 147 |
|
|
2024
Q2 | $462K | Sell |
2,956
-401
| -12% | -$62.7K | 0.2% | 113 |
|
|
2024
Q1 | $529K | Buy |
3,357
+761
| +29% | +$120K | 0.23% | 109 |
|
|
2023
Q4 | $387K | Buy |
2,596
+758
| +41% | +$113K | 0.19% | 124 |
|
|
2023
Q3 | $310K | Sell |
1,838
-78
| -4% | -$13.2K | 0.18% | 127 |
|
|
2023
Q2 | $301K | Sell |
1,916
-63
| -3% | -$9.91K | 0.18% | 129 |
|
|
2023
Q1 | $323K | Sell |
1,979
-1,204
| -38% | -$196K | 0.21% | 114 |
|
|
2022
Q4 | $571K | Sell |
3,183
-29
| -0.9% | -$5.21K | 0.33% | 90 |
|
|
2022
Q3 | $461K | Sell |
3,212
-181
| -5% | -$26K | 0.32% | 95 |
|
|
2022
Q2 | $491K | Sell |
3,393
-10,648
| -76% | -$1.54M | 0.32% | 96 |
|
|
2022
Q1 | $2.29M | Buy |
14,041
+716
| +5% | +$117K | 1% | 32 |
|
|
2021
Q4 | $1.56M | Buy |
13,325
+58
| +0.4% | +$6.81K | 0.71% | 50 |
|
|
2021
Q3 | $1.35M | Buy |
13,267
+73
| +0.6% | +$7.41K | 0.68% | 53 |
|
|
2021
Q2 | $1.38M | Buy |
13,194
+1,175
| +10% | +$123K | 0.7% | 51 |
|
|
2021
Q1 | $1.26M | Buy |
12,019
+380
| +3% | +$39.8K | 0.73% | 52 |
|
|
2020
Q4 | $983K | Sell |
11,639
-1,308
| -10% | -$110K | 0.59% | 63 |
|
|
2020
Q3 | $932K | Sell |
12,947
-1,038
| -7% | -$74.7K | 0.67% | 53 |
|
|
2020
Q2 | $1.25M | Sell |
13,985
-5,013
| -26% | -$447K | 0.96% | 33 |
|
|
2020
Q1 | $1.38M | Buy |
18,998
+4,428
| +30% | +$321K | 1.25% | 28 |
|
|
2019
Q4 | $1.76M | Sell |
14,570
-540
| -4% | -$65.1K | 1.3% | 22 |
|
|
2019
Q3 | $1.79M | Buy |
15,110
+1,564
| +12% | +$185K | 1.53% | 20 |
|
|
2019
Q2 | $1.69M | Buy |
13,546
+130
| +1% | +$16.2K | 1.69% | 15 |
|
|
2019
Q1 | $1.65M | Buy |
13,416
+447
| +3% | +$55.1K | 1.72% | 15 |
|
|
2018
Q4 | $1.41M | Buy |
+12,969
| New | +$1.41M | 1.7% | 20 |
|