Montis 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 | $221K | Sell |
1,543
-57
| -4% | -$8.16K | 0.06% | 127 |
|
|
2025
Q1 | $268K | Hold |
1,600
| – | – | 0.08% | 118 |
|
|
2024
Q4 | $232K | Buy |
1,600
+122
| +8% | +$17.7K | 0.07% | 124 |
|
|
2024
Q3 | $218K | Buy |
1,478
+18
| +1% | +$2.65K | 0.08% | 102 |
|
|
2024
Q2 | $228K | Sell |
1,460
-121
| -8% | -$18.9K | 0.1% | 74 |
|
|
2024
Q1 | $249K | Sell |
1,581
-116
| -7% | -$18.3K | 0.12% | 74 |
|
|
2023
Q4 | $253K | Sell |
1,697
-110
| -6% | -$16.4K | 0.15% | 64 |
|
|
2023
Q3 | $305K | Buy |
1,807
+203
| +13% | +$34.2K | 0.2% | 51 |
|
|
2023
Q2 | $252K | Sell |
1,604
-69
| -4% | -$10.9K | 0.17% | 51 |
|
|
2023
Q1 | $273K | Buy |
1,673
+3
| +0.2% | +$489 | 0.21% | 48 |
|
|
2022
Q4 | $300K | Buy |
1,670
+2
| +0.1% | +$359 | 0.25% | 41 |
|
|
2022
Q3 | $240K | Buy |
1,668
+3
| +0.2% | +$432 | 0.23% | 47 |
|
|
2022
Q2 | $241K | Sell |
1,665
-11
| -0.7% | -$1.59K | 0.23% | 51 |
|
|
2022
Q1 | $273K | Sell |
1,676
-2,094
| -56% | -$341K | 0.21% | 54 |
|
|
2021
Q4 | $442K | Buy |
+3,770
| New | +$442K | 0.32% | 40 |
|