Nordwand Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.38M | Buy |
51,512
+50,869
| +7,911% | +$7.28M | 1.16% | 23 |
|
|
2025
Q1 | $108K | Hold |
643
| – | – | 0.04% | 31 |
|
|
2024
Q4 | $93.1K | Hold |
643
| – | – | 0.04% | 37 |
|
|
2024
Q3 | $94.7K | Hold |
643
| – | – | 0.03% | 38 |
|
|
2024
Q2 | $101K | Hold |
643
| – | – | 0.04% | 57 |
|
|
2024
Q1 | $101K | Hold |
643
| – | – | 0.04% | 57 |
|
|
2023
Q4 | $95.9K | Hold |
643
| – | – | 0.03% | 56 |
|
|
2023
Q3 | $108K | Hold |
643
| – | – | 0.02% | 51 |
|
|
2023
Q2 | $101K | Hold |
643
| – | – | 0.02% | 50 |
|
|
2023
Q1 | $105K | Sell |
643
-1,594
| -71% | -$260K | 0.02% | 49 |
|
|
2022
Q4 | $402K | Buy |
+2,237
| New | +$402K | 0.05% | 56 |
|