O'Donnell Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Hold |
3,687
| – | – | 0.2% | 33 |
|
|
2025
Q1 | $617K | Buy |
3,687
+15
| +0.4% | +$2.51K | 0.25% | 34 |
|
|
2024
Q4 | $546K | Hold |
3,672
| – | – | 0.23% | 28 |
|
|
2024
Q3 | $541K | Hold |
3,672
| – | – | 0.22% | 31 |
|
|
2024
Q2 | $574K | Buy |
3,672
+195
| +6% | +$30.5K | 0.26% | 27 |
|
|
2024
Q1 | $548K | Buy |
3,477
+5
| +0.1% | +$789 | 0.25% | 28 |
|
|
2023
Q4 | $518K | Hold |
3,472
| – | – | 0.26% | 26 |
|
|
2023
Q3 | $585K | Hold |
3,472
| – | – | 0.33% | 17 |
|
|
2023
Q2 | $546K | Sell |
3,472
-78
| -2% | -$12.3K | 0.33% | 12 |
|
|
2023
Q1 | $579K | Buy |
3,550
+78
| +2% | +$12.7K | 1.03% | 7 |
|
|
2022
Q4 | $623K | Sell |
3,472
-1,760
| -34% | -$316K | 5.72% | 5 |
|
|
2022
Q3 | $752K | Hold |
5,232
| – | – | 2.62% | 6 |
|
|
2022
Q2 | $757K | Hold |
5,232
| – | – | 0.62% | 14 |
|
|
2022
Q1 | $852K | Sell |
5,232
-231
| -4% | -$37.6K | 0.39% | 19 |
|
|
2021
Q4 | $713K | Buy |
5,463
+1,753
| +47% | +$229K | 0.33% | 21 |
|
|
2021
Q3 | $376K | Buy |
+3,710
| New | +$376K | 0.18% | 34 |
|