Koss-Olinger Consulting’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
2,880
-60
| -2% | -$8.59K | 0.03% | 230 |
|
|
2025
Q1 | $492K | Buy |
+2,940
| New | +$492K | 0.04% | 202 |
|
|
2024
Q4 | – | Sell |
-2,003
| Closed | -$295K | – | 212 |
|
|
2024
Q3 | $295K | Sell |
2,003
-32
| -2% | -$4.71K | 0.03% | 227 |
|
|
2024
Q2 | $318K | Buy |
+2,035
| New | +$318K | 0.03% | 208 |
|
|
2024
Q1 | – | Sell |
-1,602
| Closed | -$239K | – | 107 |
|
|
2023
Q4 | $239K | Buy |
1,602
+153
| +11% | +$22.8K | 0.02% | 271 |
|
|
2023
Q3 | $244K | Hold |
1,449
| – | – | 0.04% | 224 |
|
|
2023
Q2 | $228K | Sell |
1,449
-100
| -6% | -$15.7K | 0.03% | 230 |
|
|
2023
Q1 | $253K | Buy |
1,549
+80
| +5% | +$13.1K | 0.03% | 199 |
|
|
2022
Q4 | $264K | Hold |
1,469
| – | – | 0.04% | 169 |
|
|
2022
Q3 | $211K | Sell |
1,469
-724
| -33% | -$104K | 0.04% | 200 |
|
|
2022
Q2 | $318K | Sell |
2,193
-51
| -2% | -$7.4K | 0.06% | 123 |
|
|
2022
Q1 | $365K | Sell |
2,244
-640
| -22% | -$104K | 0.06% | 133 |
|
|
2021
Q4 | $338K | Buy |
2,884
+427
| +17% | +$50K | 0.05% | 144 |
|
|
2021
Q3 | $249K | Hold |
2,457
| – | – | 0.04% | 192 |
|
|
2021
Q2 | $257K | Hold |
2,457
| – | – | 0.04% | 198 |
|
|
2021
Q1 | $257K | Buy |
+2,457
| New | +$257K | 0.04% | 189 |
|