FourThought Financial 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 | $19M | Buy |
132,562
+5,798
| +5% | +$830K | 1.87% | 8 |
|
2025
Q1 | $21.2M | Buy |
126,764
+18,990
| +18% | +$3.18M | 2.22% | 7 |
|
2024
Q4 | $15.6M | Sell |
107,774
-14,093
| -12% | -$2.04M | 1.62% | 13 |
|
2024
Q3 | $17.9M | Buy |
121,867
+6,118
| +5% | +$901K | 2.13% | 8 |
|
2024
Q2 | $18.1M | Buy |
115,749
+13,317
| +13% | +$2.08M | 2.33% | 7 |
|
2024
Q1 | $16.2M | Buy |
102,432
+37,840
| +59% | +$5.97M | 1.85% | 9 |
|
2023
Q4 | $9.63M | Buy |
64,592
+1,613
| +3% | +$241K | 1.21% | 25 |
|
2023
Q3 | $10.6M | Sell |
62,979
-83
| -0.1% | -$14K | 1.48% | 18 |
|
2023
Q2 | $9.92M | Buy |
63,062
+313
| +0.5% | +$49.3K | 1.3% | 21 |
|
2023
Q1 | $10.2M | Buy |
62,749
+869
| +1% | +$142K | 1.4% | 20 |
|
2022
Q4 | $11.1M | Buy |
+61,880
| New | +$11.1M | 1.61% | 16 |
|