IIM
InTrack Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
1,975
-600
| -23% | -$85.9K | 0.19% | 97 |
|
|
2025
Q1 | $431K | Sell |
2,575
-5,054
| -66% | -$846K | 0.39% | 67 |
|
|
2024
Q4 | $1.2M | Sell |
7,629
-5,580
| -42% | -$876K | 0.84% | 42 |
|
|
2024
Q3 | $1.95M | Buy |
13,209
+663
| +5% | +$97.6K | 1.38% | 19 |
|
|
2024
Q2 | $1.96M | Sell |
12,546
-435
| -3% | -$68K | 1.4% | 13 |
|
|
2024
Q1 | $2.05M | Buy |
12,981
+249
| +2% | +$39.3K | 1.52% | 11 |
|
|
2023
Q4 | $1.9M | Buy |
12,732
+1,767
| +16% | +$264K | 1.43% | 12 |
|
|
2023
Q3 | $1.85M | Buy |
10,965
+641
| +6% | +$108K | 1.63% | 11 |
|
|
2023
Q2 | $1.62M | Buy |
10,324
+1,201
| +13% | +$189K | 1.33% | 15 |
|
|
2023
Q1 | $1.54M | Buy |
9,123
+2,846
| +45% | +$481K | 1.41% | 17 |
|
|
2022
Q4 | $1.13M | Buy |
+6,277
| New | +$1.13M | 1.13% | 26 |
|