Investment Partners Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
1,577
+150
| +11% | +$21.5K | 0.16% | 138 |
|
|
2025
Q1 | $239K | Sell |
1,427
-1,792
| -56% | -$300K | 0.19% | 129 |
|
|
2024
Q4 | $466K | Buy |
3,219
+805
| +33% | +$117K | 0.37% | 81 |
|
|
2024
Q3 | $356K | Sell |
2,414
-100
| -4% | -$14.7K | 0.29% | 101 |
|
|
2024
Q2 | $393K | Buy |
2,514
+35
| +1% | +$5.48K | 0.35% | 86 |
|
|
2024
Q1 | $391K | Sell |
2,479
-132
| -5% | -$20.8K | 0.35% | 90 |
|
|
2023
Q4 | $390K | Buy |
+2,611
| New | +$390K | 0.39% | 78 |
|