NorthStar Asset Management (New Jersey)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
4,271
+14
| +0.3% | +$2.01K | 0.32% | 51 |
|
|
2025
Q1 | $712K | Buy |
4,257
+296
| +7% | +$49.5K | 0.45% | 41 |
|
|
2024
Q4 | $574K | Buy |
3,961
+123
| +3% | +$17.8K | 0.37% | 48 |
|
|
2024
Q3 | $565K | Sell |
3,838
-300
| -7% | -$44.2K | 0.38% | 49 |
|
|
2024
Q2 | $647K | Sell |
4,138
-74
| -2% | -$11.6K | 0.45% | 44 |
|
|
2024
Q1 | $664K | Buy |
4,212
+312
| +8% | +$49.2K | 0.5% | 41 |
|
|
2023
Q4 | $582K | Buy |
+3,900
| New | +$582K | 0.53% | 41 |
|