Next Capital 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 | – | Sell |
-1,213
| Closed | -$203K | – | 138 |
|
|
2025
Q1 | $203K | Sell |
1,213
-912
| -43% | -$153K | 0.1% | 110 |
|
|
2024
Q4 | $308K | Buy |
2,125
+357
| +20% | +$51.7K | 0.12% | 108 |
|
|
2024
Q3 | $260K | Sell |
1,768
-244
| -12% | -$35.9K | 0.11% | 111 |
|
|
2024
Q2 | $315K | Buy |
2,012
+375
| +23% | +$58.7K | 0.13% | 102 |
|
|
2024
Q1 | $258K | Buy |
+1,637
| New | +$258K | 0.1% | 122 |
|
|
2019
Q3 | – | Sell |
-415
| Closed | -$52K | – | 384 |
|
|
2019
Q2 | $52K | Buy |
+415
| New | +$52K | 0.03% | 158 |
|