InceptionR’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,844
| Closed | -$1.81M | – | 690 |
|
|
2025
Q1 | $1.81M | Buy |
10,844
+5,600
| +107% | +$937K | 0.54% | 12 |
|
|
2024
Q4 | $760K | Buy |
+5,244
| New | +$760K | 0.17% | 228 |
|
|
2024
Q1 | – | Sell |
-2,327
| Closed | -$347K | – | 608 |
|
|
2023
Q4 | $347K | Sell |
2,327
-4,025
| -63% | -$600K | 0.25% | 181 |
|
|
2023
Q3 | $1.07M | Sell |
6,352
-80
| -1% | -$13.5K | 0.61% | 4 |
|
|
2023
Q2 | $1.01M | Buy |
6,432
+46
| +0.7% | +$7.24K | 0.54% | 24 |
|
|
2023
Q1 | $1.04M | Buy |
+6,386
| New | +$1.04M | 0.33% | 94 |
|