Miramar Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.1M | Buy |
112,326
+3,549
| +3% | +$508K | 3.8% | 6 |
|
2025
Q1 | $18.2M | Sell |
108,777
-3,619
| -3% | -$605K | 4.33% | 5 |
|
2024
Q4 | $16.3M | Sell |
112,396
-3,093
| -3% | -$448K | 3.88% | 9 |
|
2024
Q3 | $17M | Buy |
115,489
+27,008
| +31% | +$3.98M | 3.97% | 8 |
|
2024
Q2 | $13.8M | Buy |
88,481
+206
| +0.2% | +$32.2K | 3.46% | 8 |
|
2024
Q1 | $14.4M | Buy |
88,275
+336
| +0.4% | +$54.7K | 3.63% | 7 |
|
2023
Q4 | $13.1M | Buy |
87,939
+2,147
| +3% | +$320K | 3.42% | 10 |
|
2023
Q3 | $14.5M | Sell |
85,792
-4,321
| -5% | -$729K | 3.93% | 5 |
|
2023
Q2 | $14.2M | Buy |
90,113
+6,631
| +8% | +$1.04M | 3.6% | 9 |
|
2023
Q1 | $13.6M | Buy |
83,482
+26,613
| +47% | +$4.34M | 3.5% | 8 |
|
2022
Q4 | $10.2M | Buy |
56,869
+340
| +0.6% | +$61K | 2.68% | 20 |
|
2022
Q3 | $10.1M | Buy |
56,529
+1,507
| +3% | +$268K | 2.77% | 17 |
|
2022
Q2 | $7.97M | Buy |
55,022
+4,221
| +8% | +$611K | 2.25% | 25 |
|
2022
Q1 | $8.27M | Sell |
50,801
-1,986
| -4% | -$323K | 2.27% | 23 |
|
2021
Q4 | $6.2M | Buy |
52,787
+2,772
| +6% | +$325K | 2.1% | 28 |
|
2021
Q3 | $5.07M | Buy |
50,015
+3,160
| +7% | +$321K | 2.02% | 29 |
|
2021
Q2 | $4.74M | Buy |
+46,855
| New | +$4.74M | 1.91% | 30 |
|
2019
Q3 | – | Sell |
-1,712
| Closed | -$215K | – | 59 |
|
2019
Q2 | $215K | Hold |
1,712
| – | – | 0.15% | 56 |
|
2019
Q1 | $211K | Sell |
1,712
-150
| -8% | -$18.5K | 0.16% | 53 |
|
2018
Q4 | $221K | Buy |
+1,862
| New | +$221K | 0.17% | 55 |
|