Golden State Equity 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 | $2.68M | Buy |
18,694
+883
| +5% | +$126K | 0.5% | 41 |
|
|
2025
Q1 | $2.98M | Sell |
17,811
-678
| -4% | -$113K | 0.59% | 37 |
|
|
2024
Q4 | $2.68M | Buy |
18,489
+15,281
| +476% | +$2.21M | 0.51% | 39 |
|
|
2024
Q3 | $472K | Sell |
3,208
-17,872
| -85% | -$2.63M | 0.25% | 95 |
|
|
2024
Q2 | $3.3M | Buy |
+21,080
| New | +$3.3M | 0.69% | 24 |
|
|
2023
Q4 | $3.18M | Buy |
21,306
+286
| +1% | +$42.7K | 0.77% | 25 |
|
|
2023
Q3 | $3.54M | Buy |
21,020
+2,731
| +15% | +$461K | 0.99% | 19 |
|
|
2023
Q2 | $2.88M | Buy |
18,289
+10,585
| +137% | +$1.67M | 0.81% | 26 |
|
|
2023
Q1 | $1.26M | Buy |
+7,704
| New | +$1.26M | 0.68% | 43 |
|
|
2022
Q1 | $1.23M | Buy |
7,547
+2,898
| +62% | +$472K | 0.62% | 43 |
|
|
2021
Q4 | $546K | Sell |
4,649
-2,892
| -38% | -$340K | 0.28% | 87 |
|
|
2021
Q3 | $765K | Sell |
7,541
-2,800
| -27% | -$284K | 0.31% | 77 |
|
|
2021
Q2 | $1.08M | Sell |
10,341
-342
| -3% | -$35.8K | 0.42% | 56 |
|
|
2021
Q1 | $1.12M | Buy |
10,683
+7,819
| +273% | +$819K | 0.64% | 43 |
|
|
2020
Q4 | $241K | Buy |
+2,864
| New | +$241K | 0.17% | 140 |
|