Frank Rimerman Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
26,509
+5,040
| +23% | +$722K | 0.26% | 60 |
|
|
2025
Q1 | $3.59M | Sell |
21,469
-1,286
| -6% | -$215K | 0.28% | 57 |
|
|
2024
Q4 | $3.3M | Buy |
22,755
+10,723
| +89% | +$1.55M | 0.24% | 67 |
|
|
2024
Q3 | $1.77M | Sell |
12,032
-14,094
| -54% | -$2.08M | 0.13% | 128 |
|
|
2024
Q2 | $4.09M | Buy |
26,126
+25,928
| +13,095% | +$4.06M | 0.29% | 50 |
|
|
2024
Q1 | $31.2K | Hold |
198
| – | – | 0.01% | 138 |
|
|
2023
Q4 | $29.5K | Buy |
+198
| New | +$29.5K | 0.01% | 134 |
|