Inspire Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
2,261
+148
| +7% | +$21.2K | 0.03% | 366 |
|
|
2025
Q1 | $354K | Sell |
2,113
-2,386
| -53% | -$399K | 0.04% | 314 |
|
|
2024
Q4 | $652K | Buy |
4,499
+338
| +8% | +$49K | 0.08% | 175 |
|
|
2024
Q3 | $613K | Buy |
4,161
+37
| +0.9% | +$5.45K | 0.07% | 195 |
|
|
2024
Q2 | $645K | Buy |
4,124
+55
| +1% | +$8.6K | 0.09% | 149 |
|
|
2024
Q1 | $642K | Sell |
4,069
-1,569
| -28% | -$247K | 0.09% | 155 |
|
|
2023
Q4 | $841K | Buy |
5,638
+28
| +0.5% | +$4.18K | 0.13% | 103 |
|
|
2023
Q3 | $946K | Buy |
5,610
+102
| +2% | +$17.2K | 0.17% | 51 |
|
|
2023
Q2 | $867K | Buy |
5,508
+148
| +3% | +$23.3K | 0.17% | 54 |
|
|
2023
Q1 | $875K | Buy |
5,360
+114
| +2% | +$18.6K | 0.2% | 27 |
|
|
2022
Q4 | $942K | Buy |
5,246
+3,478
| +197% | +$624K | 0.24% | 19 |
|
|
2022
Q3 | $254K | Buy |
1,768
+225
| +15% | +$32.3K | 0.07% | 83 |
|
|
2022
Q2 | $223K | Buy |
1,543
+252
| +20% | +$36.4K | 0.06% | 73 |
|
|
2022
Q1 | $210K | Buy |
+1,291
| New | +$210K | 0.06% | 88 |
|
|
2021
Q1 | – | Sell |
-1,241
| Closed | -$105K | – | 232 |
|
|
2020
Q4 | $105K | Buy |
+1,241
| New | +$105K | 0.04% | 116 |
|