Fortitude Family Office’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $198K | Sell |
1,384
-513
| -27% | -$73.5K | 0.07% | 123 |
|
2025
Q1 | $317K | Sell |
1,897
-2,909
| -61% | -$487K | 0.11% | 89 |
|
2024
Q4 | $696K | Sell |
4,806
-472
| -9% | -$68.4K | 0.25% | 60 |
|
2024
Q3 | $777K | Buy |
5,278
+3,297
| +166% | +$486K | 0.31% | 45 |
|
2024
Q2 | $310K | Buy |
1,981
+1,432
| +261% | +$224K | 0.18% | 68 |
|
2024
Q1 | $86.6K | Sell |
549
-37
| -6% | -$5.84K | 0.06% | 105 |
|
2023
Q4 | $87.4K | Buy |
+586
| New | +$87.4K | 0.07% | 109 |
|