Oak Family Advisors’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 |
-10,369
| Closed | -$1.5M | – | 99 |
|
|
2024
Q4 | $1.5M | Buy |
10,369
+1,064
| +11% | +$154K | 0.54% | 47 |
|
|
2024
Q3 | $1.37M | Sell |
9,305
-3,854
| -29% | -$568K | 0.42% | 52 |
|
|
2024
Q2 | $2.06M | Sell |
13,159
-88
| -0.7% | -$13.8K | 0.71% | 38 |
|
|
2024
Q1 | $2.09M | Sell |
13,247
-1,391
| -10% | -$219K | 0.8% | 39 |
|
|
2023
Q4 | $2.18M | Buy |
14,638
+7,082
| +94% | +$1.06M | 0.92% | 35 |
|
|
2023
Q3 | $1.27M | Buy |
7,556
+320
| +4% | +$54K | 0.6% | 44 |
|
|
2023
Q2 | $1.14M | Buy |
7,236
+1,136
| +19% | +$179K | 0.54% | 48 |
|
|
2023
Q1 | $995K | Sell |
6,100
-721
| -11% | -$118K | 0.49% | 50 |
|
|
2022
Q4 | $1.22M | Sell |
6,821
-45
| -0.7% | -$8.08K | 0.66% | 45 |
|
|
2022
Q3 | $986K | Buy |
6,866
+565
| +9% | +$81.1K | 0.53% | 44 |
|
|
2022
Q2 | $912K | Buy |
6,301
+50
| +0.8% | +$7.24K | 0.46% | 49 |
|
|
2022
Q1 | $1.02M | Sell |
6,251
-2,969
| -32% | -$484K | 0.4% | 53 |
|
|
2021
Q4 | $1.08M | Buy |
9,220
+2,220
| +32% | +$261K | 0.4% | 53 |
|
|
2021
Q3 | $710K | Buy |
7,000
+117
| +2% | +$11.9K | 0.26% | 58 |
|
|
2021
Q2 | $721K | Buy |
6,883
+200
| +3% | +$21K | 0.3% | 52 |
|
|
2021
Q1 | $700K | Sell |
6,683
-500
| -7% | -$52.4K | 0.3% | 53 |
|
|
2020
Q4 | $607K | Buy |
+7,183
| New | +$607K | 0.31% | 55 |
|