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Inscription Capital’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.29M Sell
57,863
-17,407
-23% -$2.49M 1.19% 17
2025
Q1
$11.9M Buy
+75,270
New +$11.9M 1.96% 11
2024
Q3
$11.4M Buy
77,577
+2,635
+4% +$388K 1.7% 12
2024
Q2
$11.7M Sell
74,942
-328
-0.4% -$51.3K 1.89% 11
2024
Q1
$11.9M Buy
75,270
+38,045
+102% +$6M 1.96% 11
2023
Q4
$5.55M Buy
37,225
+5,181
+16% +$773K 1.52% 12
2023
Q3
$5.4M Sell
32,044
-163
-0.5% -$27.5K 1.76% 11
2023
Q2
$5.07M Sell
32,207
-235
-0.7% -$37K 1.58% 11
2023
Q1
$5.29M Buy
32,442
+555
+2% +$90.6K 1.4% 12
2022
Q4
$5.72M Sell
31,887
-110
-0.3% -$19.7K 1.96% 10
2022
Q3
$4.6M Sell
31,997
-227
-0.7% -$32.6K 1.3% 11
2022
Q2
$4.67M Buy
32,224
+524
+2% +$75.9K 0.84% 25
2022
Q1
$5.16M Sell
31,700
-79
-0.2% -$12.9K 1.48% 13
2021
Q4
$3.73M Buy
31,779
+2,122
+7% +$249K 1.02% 21
2021
Q3
$3.01M Sell
29,657
-15,621
-35% -$1.58M 0.94% 22
2021
Q2
$4.74M Buy
45,278
+16,373
+57% +$1.71M 0.54% 37
2021
Q1
$3.03M Buy
28,905
+2,039
+8% +$214K 1.03% 18
2020
Q4
$2.27M Sell
26,866
-6,987
-21% -$590K 0.87% 30
2020
Q3
$2.44M Buy
33,853
+1,478
+5% +$106K 1.08% 21
2020
Q2
$2.89M Buy
32,375
+120
+0.4% +$10.7K 1.6% 10
2020
Q1
$2.34M Sell
32,255
-251
-0.8% -$18.2K 1.56% 12
2019
Q4
$3.92M Buy
32,506
+4,333
+15% +$522K 1.73% 11
2019
Q3
$3.34M Buy
28,173
+17,282
+159% +$2.05M 1.84% 11
2019
Q2
$1.29M Sell
10,891
-10,322
-49% -$1.23M 0.97% 22
2019
Q1
$2.61M Buy
21,213
+927
+5% +$114K 1.38% 16
2018
Q4
$2.21M Buy
+20,286
New +$2.21M 1.23% 15