Fulcrum Equity 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 | – | Sell |
-1,853
| Closed | -$310K | – | 108 |
|
|
2025
Q1 | $310K | Buy |
1,853
+2
| +0.1% | +$335 | 0.34% | 65 |
|
|
2024
Q4 | $268K | Sell |
1,851
-2,018
| -52% | -$292K | 0.27% | 86 |
|
|
2024
Q3 | $570K | Sell |
3,869
-1,305
| -25% | -$192K | 0.48% | 64 |
|
|
2024
Q2 | $809K | Buy |
5,174
+905
| +21% | +$142K | 0.73% | 47 |
|
|
2024
Q1 | $673K | Buy |
4,269
+906
| +27% | +$143K | 0.79% | 40 |
|
|
2023
Q4 | $502K | Buy |
3,363
+21
| +0.6% | +$3.13K | 0.62% | 42 |
|
|
2023
Q3 | $564K | Buy |
+3,342
| New | +$564K | 0.66% | 43 |
|
|
2023
Q2 | – | Sell |
-1,366
| Closed | -$223K | – | 90 |
|
|
2023
Q1 | $223K | Buy |
+1,366
| New | +$223K | 0.21% | 86 |
|
|
2019
Q4 | – | Sell |
-1,667
| Closed | -$198K | – | 114 |
|
|
2019
Q3 | $198K | Buy |
1,667
+16
| +1% | +$1.9K | 0.1% | 85 |
|
|
2019
Q2 | $202K | Buy |
1,651
+16
| +1% | +$1.96K | 0.1% | 81 |
|
|
2019
Q1 | $201K | Buy |
+1,635
| New | +$201K | 0.07% | 97 |
|