Ignite Planners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.99M | Buy |
13,232
+916
| +7% | +$137K | 0.35% | 68 |
|
2025
Q1 | $1.68M | Buy |
12,316
+1,519
| +14% | +$207K | 0.33% | 77 |
|
2024
Q4 | $1.6M | Buy |
10,797
+137
| +1% | +$20.3K | 0.35% | 69 |
|
2024
Q3 | $1.57M | Sell |
10,660
-1,076
| -9% | -$158K | 0.36% | 73 |
|
2024
Q2 | $1.81M | Sell |
11,736
-201
| -2% | -$31K | 0.44% | 60 |
|
2024
Q1 | $1.9M | Sell |
11,937
-2,108
| -15% | -$335K | 0.53% | 51 |
|
2023
Q4 | $2.1M | Sell |
14,045
-229
| -2% | -$34.2K | 0.62% | 35 |
|
2023
Q3 | $2.34M | Buy |
14,274
+4,305
| +43% | +$706K | 0.71% | 29 |
|
2023
Q2 | $1.54M | Sell |
9,969
-85
| -0.8% | -$13.1K | 0.59% | 39 |
|
2023
Q1 | $1.69M | Buy |
10,054
+635
| +7% | +$107K | 0.7% | 30 |
|
2022
Q4 | $1.69M | Buy |
9,419
+3,990
| +73% | +$717K | 0.71% | 30 |
|
2022
Q3 | $824K | Buy |
5,429
+403
| +8% | +$61.2K | 0.66% | 42 |
|
2022
Q2 | $722K | Buy |
5,026
+1,048
| +26% | +$151K | 0.59% | 48 |
|
2022
Q1 | $639K | Buy |
3,978
+1,131
| +40% | +$182K | 0.43% | 64 |
|
2021
Q4 | $367K | Buy |
+2,847
| New | +$367K | 0.24% | 117 |
|