NewSquare 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 | $108K | Buy |
756
+235
| +45% | +$33.7K | 0.01% | 206 |
|
|
2025
Q1 | $87.2K | Buy |
521
+457
| +714% | +$76.5K | 0.01% | 195 |
|
|
2024
Q4 | $9.33K | Buy |
+64
| New | +$9.33K | ﹤0.01% | 278 |
|
|
2024
Q3 | – | Hold |
0
| – | -$65 | – | 312 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$1.64K | – | 326 |
|
|
2024
Q1 | $1.64K | Sell |
10
-14
| -58% | -$2.3K | ﹤0.01% | 348 |
|
|
2023
Q4 | $3.64K | Sell |
24
-491
| -95% | -$74.5K | ﹤0.01% | 344 |
|
|
2023
Q3 | $86.9K | Sell |
515
-250
| -33% | -$42.2K | 0.01% | 176 |
|
|
2023
Q2 | $120K | Buy |
765
+570
| +292% | +$89.7K | 0.01% | 164 |
|
|
2023
Q1 | $31.9K | Buy |
195
+67
| +52% | +$11K | ﹤0.01% | 220 |
|
|
2022
Q4 | $23K | Sell |
128
-43
| -25% | -$7.74K | ﹤0.01% | 214 |
|
|
2022
Q3 | $25K | Sell |
171
-188
| -52% | -$27.5K | ﹤0.01% | 201 |
|
|
2022
Q2 | $52K | Sell |
359
-23,112
| -98% | -$3.35M | 0.01% | 188 |
|
|
2022
Q1 | $3.82M | Buy |
23,471
+1,884
| +9% | +$307K | 0.41% | 79 |
|
|
2021
Q4 | $2.53M | Buy |
21,587
+1,905
| +10% | +$224K | 0.27% | 96 |
|
|
2021
Q3 | $2M | Buy |
19,682
+626
| +3% | +$63.5K | 0.23% | 102 |
|
|
2021
Q2 | $2M | Buy |
19,056
+2,120
| +13% | +$222K | 0.24% | 101 |
|
|
2021
Q1 | $1.78M | Buy |
16,936
+457
| +3% | +$47.9K | 0.23% | 102 |
|
|
2020
Q4 | $1.39M | Sell |
16,479
-201
| -1% | -$17K | 0.19% | 109 |
|
|
2020
Q3 | $1.2M | Buy |
16,680
+872
| +6% | +$62.8K | 0.19% | 98 |
|
|
2020
Q2 | $1.41M | Buy |
15,808
+448
| +3% | +$40K | 0.24% | 92 |
|
|
2020
Q1 | $1.11M | Buy |
15,360
+130
| +0.9% | +$9.42K | 0.21% | 83 |
|
|
2019
Q4 | $1.84M | Buy |
15,230
+1,372
| +10% | +$165K | 0.3% | 70 |
|
|
2019
Q3 | $1.64M | Buy |
13,858
+715
| +5% | +$84.8K | 0.3% | 72 |
|
|
2019
Q2 | $1.64M | Buy |
13,143
+12,746
| +3,211% | +$1.59M | 0.3% | 70 |
|
|
2019
Q1 | $49K | Hold |
397
| – | – | 0.01% | 164 |
|
|
2018
Q4 | $43K | Hold |
397
| – | – | 0.01% | 159 |
|
|
2018
Q3 | $49K | Hold |
397
| – | – | 0.01% | 169 |
|
|
2018
Q2 | $49K | Hold |
397
| – | – | 0.01% | 170 |
|
|
2018
Q1 | $45K | Hold |
397
| – | – | 0.01% | 159 |
|
|
2017
Q4 | $50K | Buy |
397
+368
| +1,269% | +$46.3K | 0.01% | 152 |
|
|
2017
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 289 |
|
|
2017
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 276 |
|
|
2017
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 283 |
|
|
2016
Q4 | $3K | Sell |
29
-95
| -77% | -$9.83K | ﹤0.01% | 294 |
|
|
2016
Q3 | $13K | Buy |
124
+96
| +343% | +$10.1K | ﹤0.01% | 236 |
|
|
2016
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 318 |
|
|
2015
Q1 | – | Sell |
-7,502
| Closed | -$842K | – | 322 |
|
|
2014
Q4 | $842K | Buy |
7,502
+1,264
| +20% | +$142K | 0.28% | 53 |
|
|
2014
Q3 | $744K | Buy |
6,238
+698
| +13% | +$83.3K | 0.26% | 64 |
|
|
2014
Q2 | $723K | Sell |
5,540
-33
| -0.6% | -$4.31K | 0.26% | 65 |
|
|
2014
Q1 | $663K | Buy |
5,573
+239
| +4% | +$28.4K | 0.27% | 62 |
|
|
2013
Q4 | $666K | Buy |
5,334
+528
| +11% | +$65.9K | 0.32% | 44 |
|
|
2013
Q3 | $584K | Buy |
4,806
+99
| +2% | +$12K | 0.28% | 48 |
|
|
2013
Q2 | $557K | Buy |
+4,707
| New | +$557K | 0.28% | 53 |
|