Helen Stephens 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 | $523K | Buy |
3,649
+145
| +4% | +$20.8K | 0.13% | 52 |
|
|
2025
Q1 | $586K | Buy |
3,504
+15
| +0.4% | +$2.51K | 0.17% | 52 |
|
|
2024
Q4 | $505K | Buy |
3,489
+159
| +5% | +$23K | 0.15% | 53 |
|
|
2024
Q3 | $490K | Sell |
3,330
-515
| -13% | -$75.8K | 0.15% | 56 |
|
|
2024
Q2 | $601K | Buy |
3,845
+1
| +0% | +$156 | 0.21% | 52 |
|
|
2024
Q1 | $606K | Sell |
3,844
-19
| -0.5% | -$3K | 0.23% | 43 |
|
|
2023
Q4 | $576K | Sell |
3,863
-286
| -7% | -$42.7K | 0.26% | 43 |
|
|
2023
Q3 | $700K | Buy |
4,149
+144
| +4% | +$24.3K | 0.36% | 38 |
|
|
2023
Q2 | $630K | Buy |
4,005
+155
| +4% | +$24.4K | 0.32% | 42 |
|
|
2023
Q1 | $628K | Buy |
3,850
+526
| +16% | +$85.8K | 0.33% | 43 |
|
|
2022
Q4 | $597K | Sell |
3,324
-127
| -4% | -$22.8K | 0.36% | 40 |
|
|
2022
Q3 | $496K | Hold |
3,451
| – | – | 0.35% | 39 |
|
|
2022
Q2 | $500K | Sell |
3,451
-37
| -1% | -$5.36K | 0.35% | 37 |
|
|
2022
Q1 | $568K | Sell |
3,488
-115
| -3% | -$18.7K | 0.39% | 31 |
|
|
2021
Q4 | $423K | Buy |
+3,603
| New | +$423K | 0.34% | 34 |
|