Indie Asset 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 | $274K | Sell |
1,913
-356
| -16% | -$51K | 0.5% | 50 |
|
|
2025
Q1 | $380K | Sell |
2,269
-31
| -1% | -$5.19K | 0.33% | 51 |
|
|
2024
Q4 | $333K | Sell |
2,300
-65
| -3% | -$9.41K | 0.26% | 63 |
|
|
2024
Q3 | $348K | Buy |
2,365
+109
| +5% | +$16.1K | 0.26% | 65 |
|
|
2024
Q2 | $353K | Sell |
2,256
-8
| -0.4% | -$1.25K | 0.28% | 58 |
|
|
2024
Q1 | $357K | Buy |
2,264
+424
| +23% | +$66.9K | 0.32% | 49 |
|
|
2023
Q4 | $274K | Buy |
1,840
+258
| +16% | +$38.5K | 0.25% | 62 |
|
|
2023
Q3 | $267K | Buy |
1,582
+74
| +5% | +$12.5K | 0.27% | 56 |
|
|
2023
Q2 | $237K | Sell |
1,508
-10
| -0.7% | -$1.57K | 0.26% | 60 |
|
|
2023
Q1 | $248K | Sell |
1,518
-59
| -4% | -$9.62K | 0.29% | 65 |
|
|
2022
Q4 | $283K | Hold |
1,577
| – | – | 0.31% | 60 |
|
|
2022
Q3 | $227K | Hold |
1,577
| – | – | 0.23% | 72 |
|
|
2022
Q2 | $228K | Buy |
1,577
+20
| +1% | +$2.89K | 0.2% | 91 |
|
|
2022
Q1 | $253K | Buy |
+1,557
| New | +$253K | 0.19% | 106 |
|
|
2021
Q4 | – | Sell |
-2,171
| Closed | -$220K | – | 128 |
|
|
2021
Q3 | $220K | Buy |
+2,171
| New | +$220K | 0.18% | 113 |
|
|
2020
Q3 | – | Sell |
-2,331
| Closed | -$209K | – | 96 |
|
|
2020
Q2 | $209K | Buy |
+2,331
| New | +$209K | 0.26% | 87 |
|
|
2020
Q1 | – | Sell |
-2,643
| Closed | -$319K | – | 87 |
|
|
2019
Q4 | $319K | Buy |
+2,643
| New | +$319K | 0.34% | 55 |
|