Goldstream Capital 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 | $385K | Hold |
2,687
| – | – | 0.13% | 37 |
|
|
2025
Q1 | $450K | Hold |
2,687
| – | – | 0.2% | 22 |
|
|
2024
Q4 | $389K | Sell |
2,687
-3,106
| -54% | -$450K | 0.11% | 25 |
|
|
2024
Q3 | $853K | Buy |
+5,793
| New | +$853K | 0.29% | 26 |
|
|
2023
Q4 | – | Sell |
-1,872
| Closed | -$316K | – | 32 |
|
|
2023
Q3 | $316K | Hold |
1,872
| – | – | 0.25% | 25 |
|
|
2023
Q2 | $295K | Buy |
1,872
+752
| +67% | +$118K | 0.21% | 23 |
|
|
2023
Q1 | $183K | Buy |
+1,120
| New | +$183K | 0.19% | 24 |
|