Forum Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
33,007
+145
| +0.4% | +$20.8K | 0.07% | 59 |
|
|
2025
Q1 | $5.5M | Sell |
32,862
-3,699
| -10% | -$619K | 0.09% | 49 |
|
|
2024
Q4 | $5.3M | Buy |
36,561
+4,160
| +13% | +$603K | 0.09% | 50 |
|
|
2024
Q3 | $4.77M | Buy |
32,401
+877
| +3% | +$129K | 0.08% | 50 |
|
|
2024
Q2 | $4.93M | Sell |
31,524
-252
| -0.8% | -$39.4K | 0.09% | 44 |
|
|
2024
Q1 | $5.01M | Buy |
31,776
+572
| +2% | +$90.2K | 0.09% | 52 |
|
|
2023
Q4 | $4.65M | Sell |
31,204
-1,526
| -5% | -$228K | 0.09% | 49 |
|
|
2023
Q3 | $5.52M | Buy |
32,730
+821
| +3% | +$138K | 0.12% | 37 |
|
|
2023
Q2 | $5.02M | Buy |
31,909
+2,143
| +7% | +$337K | 0.11% | 39 |
|
|
2023
Q1 | $4.86M | Sell |
29,766
-114
| -0.4% | -$18.6K | 0.14% | 38 |
|
|
2022
Q4 | $5.36M | Buy |
29,880
+899
| +3% | +$161K | 0.18% | 34 |
|
|
2022
Q3 | $4.16M | Sell |
28,981
-84
| -0.3% | -$12.1K | 0.2% | 36 |
|
|
2022
Q2 | $4.21M | Buy |
29,065
+313
| +1% | +$45.3K | 0.21% | 32 |
|
|
2022
Q1 | $4.68M | Buy |
28,752
+2,345
| +9% | +$382K | 0.23% | 28 |
|
|
2021
Q4 | $3.1M | Buy |
+26,407
| New | +$3.1M | 0.16% | 40 |
|