Latitude Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
4,050
+192
| +5% | +$27.5K | 0.29% | 81 |
|
|
2025
Q1 | $645K | Sell |
3,858
-134
| -3% | -$22.4K | 0.38% | 66 |
|
|
2024
Q4 | $578K | Sell |
3,992
-11
| -0.3% | -$1.59K | 0.33% | 75 |
|
|
2024
Q3 | $590K | Sell |
4,003
-104
| -3% | -$15.3K | 0.33% | 72 |
|
|
2024
Q2 | $642K | Buy |
4,107
+22
| +0.5% | +$3.44K | 0.39% | 58 |
|
|
2024
Q1 | $644K | Sell |
4,085
-491
| -11% | -$77.5K | 0.4% | 57 |
|
|
2023
Q4 | $683K | Buy |
4,576
+17
| +0.4% | +$2.54K | 0.48% | 43 |
|
|
2023
Q3 | $769K | Buy |
4,559
+226
| +5% | +$38.1K | 0.55% | 34 |
|
|
2023
Q2 | $682K | Buy |
4,333
+985
| +29% | +$155K | 0.47% | 39 |
|
|
2023
Q1 | $546K | Buy |
3,348
+362
| +12% | +$59.1K | 0.39% | 54 |
|
|
2022
Q4 | $536K | Buy |
2,986
+1
| +0% | +$179 | 0.4% | 49 |
|
|
2022
Q3 | $429K | Buy |
2,985
+200
| +7% | +$28.7K | 0.35% | 65 |
|
|
2022
Q2 | $403K | Sell |
2,785
-5,419
| -66% | -$784K | 0.37% | 77 |
|
|
2022
Q1 | $1.34M | Buy |
8,204
+2,761
| +51% | +$450K | 0.3% | 76 |
|
|
2021
Q4 | $639K | Sell |
5,443
-399
| -7% | -$46.8K | 0.18% | 122 |
|
|
2021
Q3 | $593K | Buy |
5,842
+2,922
| +100% | +$297K | 0.19% | 112 |
|
|
2021
Q2 | $306K | Buy |
2,920
+211
| +8% | +$22.1K | 0.23% | 109 |
|
|
2021
Q1 | $284K | Sell |
2,709
-129
| -5% | -$13.5K | 0.23% | 109 |
|
|
2020
Q4 | $240K | Buy |
+2,838
| New | +$240K | 0.21% | 110 |
|