FWL Investment 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 | $309K | Buy |
+2,160
| New | +$309K | 0.09% | 76 |
|
2025
Q1 | – | Sell |
-56
| Closed | -$8.11K | – | 303 |
|
2024
Q4 | $8.11K | Hold |
56
| – | – | ﹤0.01% | 251 |
|
2024
Q3 | $8.25K | Hold |
56
| – | – | ﹤0.01% | 245 |
|
2024
Q2 | $8.76K | Hold |
56
| – | – | ﹤0.01% | 195 |
|
2024
Q1 | $8.83K | Sell |
56
-140
| -71% | -$22.1K | ﹤0.01% | 171 |
|
2023
Q4 | $29.2K | Sell |
196
-282
| -59% | -$42.1K | 0.02% | 115 |
|
2023
Q3 | $80.6K | Buy |
+478
| New | +$80.6K | 0.05% | 63 |
|
2023
Q1 | – | Sell |
-626
| Closed | -$112K | – | 98 |
|
2022
Q4 | $112K | Buy |
+626
| New | +$112K | 0.09% | 68 |
|