Greystone Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
79,913
+19,436
| +32% | +$2.78M | 1.88% | 22 |
|
|
2025
Q1 | $10.1M | Buy |
60,477
+4,192
| +7% | +$701K | 1.84% | 21 |
|
|
2024
Q4 | $8.15M | Buy |
56,285
+1,609
| +3% | +$233K | 1.42% | 28 |
|
|
2024
Q3 | $8.05M | Buy |
54,676
+1,348
| +3% | +$199K | 1.44% | 27 |
|
|
2024
Q2 | $8.34M | Buy |
53,328
+6,722
| +14% | +$1.05M | 1.63% | 26 |
|
|
2024
Q1 | $7.35M | Buy |
46,606
+10,536
| +29% | +$1.66M | 1.47% | 31 |
|
|
2023
Q4 | $5.38M | Buy |
36,070
+12,347
| +52% | +$1.84M | 1.25% | 39 |
|
|
2023
Q3 | $4M | Buy |
+23,723
| New | +$4M | 1% | 41 |
|
|
2022
Q4 | – | Sell |
-24,803
| Closed | -$3.56M | – | 73 |
|
|
2022
Q3 | $3.56M | Sell |
24,803
-20,718
| -46% | -$2.98M | 1.21% | 34 |
|
|
2022
Q2 | $6.59M | Sell |
45,521
-55,681
| -55% | -$8.06M | 2.05% | 31 |
|
|
2022
Q1 | $16.5M | Buy |
101,202
+37,461
| +59% | +$6.1M | 4.16% | 2 |
|
|
2021
Q4 | $7.48M | Buy |
63,741
+5,573
| +10% | +$654K | 1.79% | 30 |
|
|
2021
Q3 | $5.9M | Sell |
58,168
-10,314
| -15% | -$1.05M | 1.75% | 16 |
|
|
2021
Q2 | $7.17M | Buy |
68,482
+191
| +0.3% | +$20K | 1.78% | 21 |
|
|
2021
Q1 | $7.29M | Buy |
+68,291
| New | +$7.29M | 1.83% | 17 |
|