Nvest Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,316
| Closed | -$2.36M | – | 100 |
|
|
2024
Q4 | $2.36M | Sell |
16,316
-817
| -5% | -$118K | 1.2% | 25 |
|
|
2024
Q3 | $2.52M | Sell |
17,133
-234
| -1% | -$34.5K | 1.44% | 20 |
|
|
2024
Q2 | $2.72M | Buy |
17,367
+1,029
| +6% | +$161K | 1.67% | 16 |
|
|
2024
Q1 | $2.58M | Buy |
16,338
+612
| +4% | +$96.5K | 1.72% | 17 |
|
|
2023
Q4 | $2.35M | Buy |
15,726
+1,843
| +13% | +$275K | 1.84% | 18 |
|
|
2023
Q3 | $2.34M | Buy |
13,883
+535
| +4% | +$90.2K | 2.19% | 15 |
|
|
2023
Q2 | $2.1M | Sell |
13,348
-2,455
| -16% | -$386K | 1.84% | 17 |
|
|
2023
Q1 | $2.58M | Buy |
15,803
+454
| +3% | +$74.1K | 2.68% | 15 |
|
|
2022
Q4 | $2.75M | Buy |
15,349
+569
| +4% | +$102K | 3.45% | 11 |
|
|
2022
Q3 | $2.12M | Buy |
14,780
+46
| +0.3% | +$6.61K | 3% | 12 |
|
|
2022
Q2 | $2.13M | Sell |
14,734
-279
| -2% | -$40.4K | 2.24% | 15 |
|
|
2022
Q1 | $2.45M | Buy |
+15,013
| New | +$2.45M | 2.01% | 14 |
|