NBW 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 | $616K | Buy |
4,303
+142
| +3% | +$20.3K | 0.13% | 73 |
|
|
2025
Q1 | $696K | Buy |
+4,161
| New | +$696K | 0.15% | 74 |
|
|
2024
Q2 | – | Sell |
-1,369
| Closed | -$216K | – | 105 |
|
|
2024
Q1 | $216K | Buy |
+1,369
| New | +$216K | 0.04% | 108 |
|
|
2023
Q4 | – | Sell |
-1,411
| Closed | -$238K | – | 110 |
|
|
2023
Q3 | $238K | Sell |
1,411
-89
| -6% | -$15K | 0.06% | 88 |
|
|
2023
Q2 | $236K | Buy |
1,500
+267
| +22% | +$42K | 0.06% | 106 |
|
|
2023
Q1 | $201K | Buy |
1,233
+97
| +9% | +$15.8K | 0.05% | 108 |
|
|
2022
Q4 | $204K | Buy |
+1,136
| New | +$204K | 0.05% | 99 |
|
|
2022
Q2 | – | Sell |
-1,313
| Closed | -$214K | – | 86 |
|
|
2022
Q1 | $214K | Buy |
+1,313
| New | +$214K | 0.05% | 79 |
|