Nilsine Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.25M | Sell |
15,708
-2,093
| -12% | -$300K | 0.23% | 111 |
|
2025
Q1 | $2.98M | Sell |
17,801
-228
| -1% | -$38.1K | 0.33% | 73 |
|
2024
Q4 | $2.61M | Buy |
18,029
+5,546
| +44% | +$803K | 0.28% | 80 |
|
2024
Q3 | $1.84M | Sell |
12,483
-702
| -5% | -$103K | 0.24% | 103 |
|
2024
Q2 | $2.06M | Buy |
13,185
+3,696
| +39% | +$578K | 0.28% | 88 |
|
2024
Q1 | $1.5M | Sell |
9,489
-171
| -2% | -$27K | 0.2% | 125 |
|
2023
Q4 | $1.44M | Buy |
9,660
+12
| +0.1% | +$1.79K | 0.22% | 120 |
|
2023
Q3 | $1.63M | Buy |
9,648
+7
| +0.1% | +$1.18K | 0.25% | 102 |
|
2023
Q2 | $1.52M | Buy |
9,641
+154
| +2% | +$24.2K | 0.22% | 112 |
|
2023
Q1 | $1.55M | Buy |
+9,487
| New | +$1.55M | 0.24% | 107 |
|