New Century Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
1,872
-14,147
| -88% | -$2.03M | 0.31% | 73 |
|
|
2025
Q1 | $2.68M | Sell |
16,019
-1,827
| -10% | -$306K | 3.1% | 4 |
|
|
2024
Q4 | $2.64M | Sell |
17,846
-8,605
| -33% | -$1.27M | 1.12% | 14 |
|
|
2024
Q3 | $3.9M | Buy |
26,451
+20,873
| +374% | +$3.07M | 1.43% | 11 |
|
|
2024
Q2 | $873K | Sell |
5,578
-13,757
| -71% | -$2.15M | 0.37% | 76 |
|
|
2024
Q1 | $3.05M | Buy |
19,335
+14,217
| +278% | +$2.24M | 2.11% | 5 |
|
|
2023
Q4 | $763K | Buy |
+5,118
| New | +$763K | 0.66% | 45 |
|