Joseph Group Capital 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 | $3.5M | Buy |
24,477
+2,567
| +12% | +$368K | 1.18% | 31 |
|
|
2025
Q1 | $3.67M | Buy |
21,910
+3,182
| +17% | +$532K | 1.4% | 22 |
|
|
2024
Q4 | $2.71M | Buy |
18,728
+2,335
| +14% | +$338K | 1.07% | 32 |
|
|
2024
Q3 | $2.41M | Buy |
16,393
+3,092
| +23% | +$455K | 0.92% | 36 |
|
|
2024
Q2 | $2.08M | Buy |
13,301
+638
| +5% | +$99.8K | 1.08% | 30 |
|
|
2024
Q1 | $2M | Buy |
12,663
+3,278
| +35% | +$517K | 1% | 30 |
|
|
2023
Q4 | $1.4M | Buy |
9,385
+373
| +4% | +$55.6K | 0.81% | 38 |
|
|
2023
Q3 | $1.52M | Buy |
9,012
+798
| +10% | +$135K | 1.09% | 25 |
|
|
2023
Q2 | $1.29M | Buy |
8,214
+733
| +10% | +$115K | 1.09% | 28 |
|
|
2023
Q1 | $1.22M | Buy |
7,481
+524
| +8% | +$85.5K | 1.07% | 28 |
|
|
2022
Q4 | $1.25M | Sell |
6,957
-183
| -3% | -$32.9K | 1.19% | 26 |
|
|
2022
Q3 | $1.03M | Buy |
7,140
+523
| +8% | +$75.2K | 1.12% | 31 |
|
|
2022
Q2 | $958K | Sell |
6,617
-1,397
| -17% | -$202K | 0.96% | 34 |
|
|
2022
Q1 | $1.31M | Sell |
8,014
-1,399
| -15% | -$228K | 1.32% | 27 |
|
|
2021
Q4 | $1.11M | Buy |
+9,413
| New | +$1.11M | 1.06% | 31 |
|