Newton One Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9K | Buy |
327
+4
| +1% | +$573 | 0.01% | 70 |
|
|
2025
Q1 | $54.1K | Buy |
323
+3
| +0.9% | +$503 | 0.02% | 65 |
|
|
2024
Q4 | $46.3K | Buy |
+320
| New | +$46.3K | 0.02% | 68 |
|
|
2024
Q3 | – | Sell |
-313
| Closed | -$49K | – | 51 |
|
|
2024
Q2 | $49K | Buy |
313
+3
| +1% | +$469 | 0.02% | 62 |
|
|
2024
Q1 | $48.9K | Buy |
310
+3
| +1% | +$473 | 0.02% | 63 |
|
|
2023
Q4 | $45.7K | Sell |
307
-24
| -7% | -$3.57K | 0.02% | 65 |
|
|
2023
Q3 | $55.8K | Buy |
331
+3
| +0.9% | +$506 | 0.03% | 65 |
|
|
2023
Q2 | $51.6K | Buy |
328
+3
| +0.9% | +$472 | 0.03% | 66 |
|
|
2023
Q1 | $53K | Hold |
325
| – | – | 0.03% | 64 |
|
|
2022
Q4 | $58.3K | Hold |
325
| – | – | 0.04% | 63 |
|
|
2022
Q3 | $47K | Hold |
325
| – | – | 0.03% | 66 |
|
|
2022
Q2 | $47K | Hold |
325
| – | – | 0.03% | 66 |
|
|
2022
Q1 | $53K | Hold |
325
| – | – | 0.04% | 67 |
|
|
2021
Q4 | $38K | Hold |
325
| – | – | 0.03% | 75 |
|
|
2021
Q3 | $33K | Hold |
325
| – | – | 0.02% | 75 |
|
|
2021
Q2 | $34K | Buy |
+325
| New | +$34K | 0.03% | 76 |
|