Joule 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 | $507K | Buy |
3,539
+250
| +8% | +$35.8K | 0.16% | 66 |
|
|
2025
Q1 | $550K | Buy |
3,289
+35
| +1% | +$5.86K | 0.19% | 58 |
|
|
2024
Q4 | $471K | Buy |
3,254
+62
| +2% | +$8.98K | 0.17% | 60 |
|
|
2024
Q3 | $470K | Buy |
3,192
+190
| +6% | +$28K | 0.17% | 63 |
|
|
2024
Q2 | $470K | Buy |
3,002
+148
| +5% | +$23.2K | 0.19% | 60 |
|
|
2024
Q1 | $450K | Sell |
2,854
-63
| -2% | -$9.94K | 0.19% | 59 |
|
|
2023
Q4 | $435K | Sell |
2,917
-48
| -2% | -$7.16K | 0.2% | 64 |
|
|
2023
Q3 | $500K | Buy |
2,965
+378
| +15% | +$63.7K | 0.26% | 53 |
|
|
2023
Q2 | $407K | Buy |
2,587
+198
| +8% | +$31.2K | 0.21% | 59 |
|
|
2023
Q1 | $390K | Buy |
2,389
+260
| +12% | +$42.4K | 0.21% | 56 |
|
|
2022
Q4 | $382K | Buy |
2,129
+556
| +35% | +$99.8K | 0.25% | 54 |
|
|
2022
Q3 | $226K | Buy |
1,573
+133
| +9% | +$19.1K | 0.17% | 77 |
|
|
2022
Q2 | $208K | Buy |
+1,440
| New | +$208K | 0.16% | 72 |
|