Granite Harbor Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
3,332
+593
| +22% | +$84.9K | 0.22% | 74 |
|
|
2025
Q1 | $458K | Sell |
2,739
-350
| -11% | -$58.6K | 0.24% | 66 |
|
|
2024
Q4 | $447K | Buy |
3,089
+9
| +0.3% | +$1.3K | 0.25% | 65 |
|
|
2024
Q3 | $454K | Sell |
3,080
-692
| -18% | -$102K | 0.26% | 66 |
|
|
2024
Q2 | $590K | Buy |
3,772
+1,121
| +42% | +$175K | 0.37% | 47 |
|
|
2024
Q1 | $418K | Buy |
2,651
+142
| +6% | +$22.4K | 0.29% | 59 |
|
|
2023
Q4 | $374K | Buy |
2,509
+141
| +6% | +$21K | 0.28% | 54 |
|
|
2023
Q3 | $399K | Buy |
2,368
+41
| +2% | +$6.91K | 0.32% | 53 |
|
|
2023
Q2 | $366K | Buy |
2,327
+114
| +5% | +$17.9K | 0.28% | 55 |
|
|
2023
Q1 | $361K | Buy |
2,213
+360
| +19% | +$58.7K | 0.33% | 55 |
|
|
2022
Q4 | $333K | Buy |
+1,853
| New | +$333K | 0.34% | 54 |
|