NEOS Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
131,755
+15,339
| +13% | +$2.2M | 0.23% | 82 |
|
|
2025
Q1 | $19.5M | Buy |
116,416
+22,565
| +24% | +$3.77M | 0.37% | 50 |
|
|
2024
Q4 | $13.6M | Buy |
93,851
+22,396
| +31% | +$3.24M | 0.32% | 56 |
|
|
2024
Q3 | $10.5M | Buy |
71,455
+6,244
| +10% | +$920K | 0.32% | 62 |
|
|
2024
Q2 | $10.2M | Buy |
65,211
+20,916
| +47% | +$3.27M | 0.42% | 45 |
|
|
2024
Q1 | $6.99M | Buy |
44,295
+15,087
| +52% | +$2.38M | 0.43% | 44 |
|
|
2023
Q4 | $4.36M | Buy |
29,208
+5,938
| +26% | +$886K | 0.41% | 51 |
|
|
2023
Q3 | $3.92M | Buy |
+23,270
| New | +$3.92M | 0.5% | 44 |
|