GLOBALT Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Sell |
42,378
-1,864
| -4% | -$267K | 0.23% | 59 |
|
|
2025
Q1 | $7.4M | Sell |
44,242
-90
| -0.2% | -$15.1K | 0.3% | 47 |
|
|
2024
Q4 | $6.42M | Sell |
44,332
-727
| -2% | -$105K | 0.25% | 56 |
|
|
2024
Q3 | $6.64M | Sell |
45,059
-913
| -2% | -$134K | 0.25% | 55 |
|
|
2024
Q2 | $7.19M | Sell |
45,972
-501
| -1% | -$78.4K | 0.29% | 45 |
|
|
2024
Q1 | $7.33M | Sell |
46,473
-853
| -2% | -$135K | 0.29% | 44 |
|
|
2023
Q4 | $7.06M | Buy |
+47,326
| New | +$7.06M | 0.29% | 45 |
|