Integrity Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $279K | Buy |
1,951
+308
| +19% | +$44.1K | 0.14% | 111 |
|
2025
Q1 | $275K | Buy |
1,643
+25
| +2% | +$4.18K | 0.16% | 102 |
|
2024
Q4 | $234K | Buy |
+1,618
| New | +$234K | 0.13% | 108 |
|
2023
Q4 | – | Sell |
-1,581
| Closed | -$267K | – | 199 |
|
2023
Q3 | $267K | Buy |
1,581
+255
| +19% | +$43K | 0.2% | 85 |
|
2023
Q2 | $209K | Sell |
1,326
-2,604
| -66% | -$410K | 0.15% | 95 |
|
2023
Q1 | $641K | Buy |
3,930
+2,708
| +222% | +$442K | 0.52% | 46 |
|
2022
Q4 | $219K | Buy |
1,222
+4
| +0.3% | +$718 | 0.21% | 85 |
|
2022
Q3 | $175K | Buy |
+1,218
| New | +$175K | 0.18% | 84 |
|
2022
Q2 | – | Sell |
-1,240
| Closed | -$202K | – | 210 |
|
2022
Q1 | $202K | Buy |
+1,240
| New | +$202K | 0.17% | 88 |
|