Holistic Financial 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 | $296K | Sell |
2,064
-280
| -12% | -$40.1K | 0.13% | 91 |
|
|
2025
Q1 | $392K | Sell |
2,344
-537
| -19% | -$89.8K | 0.19% | 68 |
|
|
2024
Q4 | $417K | Sell |
2,881
-180
| -6% | -$26.1K | 0.21% | 61 |
|
|
2024
Q3 | $451K | Buy |
3,061
+107
| +4% | +$15.8K | 0.22% | 56 |
|
|
2024
Q2 | $462K | Sell |
2,954
-351
| -11% | -$54.9K | 0.23% | 50 |
|
|
2024
Q1 | $521K | Buy |
3,305
+217
| +7% | +$34.2K | 0.26% | 47 |
|
|
2023
Q4 | $461K | Buy |
3,088
+381
| +14% | +$56.8K | 0.28% | 47 |
|
|
2023
Q3 | $456K | Buy |
2,707
+76
| +3% | +$12.8K | 0.3% | 42 |
|
|
2023
Q2 | $414K | Sell |
2,631
-35
| -1% | -$5.51K | 0.29% | 48 |
|
|
2023
Q1 | $435K | Buy |
2,666
+259
| +11% | +$42.3K | 0.34% | 45 |
|
|
2022
Q4 | $432K | Sell |
2,407
-177
| -7% | -$31.8K | 0.39% | 42 |
|
|
2022
Q3 | $371K | Buy |
2,584
+201
| +8% | +$28.9K | 0.37% | 45 |
|
|
2022
Q2 | $345K | Sell |
2,383
-113
| -5% | -$16.4K | 0.33% | 49 |
|
|
2022
Q1 | $406K | Sell |
2,496
-1,036
| -29% | -$169K | 0.26% | 50 |
|
|
2021
Q4 | $414K | Hold |
3,532
| – | – | 0.24% | 58 |
|
|
2021
Q3 | $358K | Buy |
3,532
+290
| +9% | +$29.4K | 0.22% | 66 |
|
|
2021
Q2 | $340K | Sell |
3,242
-15
| -0.5% | -$1.57K | 0.2% | 72 |
|
|
2021
Q1 | $341K | Sell |
3,257
-155
| -5% | -$16.2K | 0.23% | 64 |
|
|
2020
Q4 | $288K | Buy |
+3,412
| New | +$288K | 0.2% | 74 |
|
|
2020
Q3 | – | Sell |
-2,297
| Closed | -$205K | – | 115 |
|
|
2020
Q2 | $205K | Sell |
2,297
-580
| -20% | -$51.8K | 0.18% | 73 |
|
|
2020
Q1 | $208K | Buy |
2,877
+424
| +17% | +$30.7K | 0.22% | 61 |
|
|
2019
Q4 | $296K | Buy |
2,453
+429
| +21% | +$51.8K | 0.18% | 75 |
|
|
2019
Q3 | $242K | Sell |
2,024
-230
| -10% | -$27.5K | 0.21% | 66 |
|
|
2019
Q2 | $280K | Sell |
2,254
-59
| -3% | -$7.33K | 0.28% | 47 |
|
|
2019
Q1 | $285K | Buy |
2,313
+197
| +9% | +$24.3K | 0.12% | 86 |
|
|
2018
Q4 | $230K | Buy |
2,116
+280
| +15% | +$30.4K | 0.24% | 51 |
|
|
2018
Q3 | $225K | Buy |
+1,836
| New | +$225K | 0.21% | 63 |
|
|
2018
Q2 | – | Sell |
-1,867
| Closed | -$213K | – | 110 |
|
|
2018
Q1 | $213K | Sell |
1,867
-94
| -5% | -$10.7K | 0.18% | 65 |
|
|
2017
Q4 | $245K | Buy |
+1,961
| New | +$245K | 0.2% | 55 |
|