O'Keefe Stevens Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,371
| Closed | -$229K | – | 71 |
|
|
2025
Q1 | $229K | Sell |
1,371
-68
| -5% | -$11.4K | 0.08% | 65 |
|
|
2024
Q4 | $208K | Sell |
1,439
-98
| -6% | -$14.2K | 0.06% | 70 |
|
|
2024
Q3 | $226K | Buy |
1,537
+106
| +7% | +$15.6K | 0.07% | 68 |
|
|
2024
Q2 | $224K | Buy |
1,431
+14
| +1% | +$2.19K | 0.07% | 59 |
|
|
2024
Q1 | $224K | Buy |
1,417
+57
| +4% | +$8.99K | 0.07% | 57 |
|
|
2023
Q4 | $203K | Buy |
1,360
+116
| +9% | +$17.3K | 0.08% | 43 |
|
|
2023
Q3 | $210K | Buy |
+1,244
| New | +$210K | 0.1% | 41 |
|
|
2018
Q2 | – | Sell |
-10,797
| Closed | -$1.23M | – | 40 |
|
|
2018
Q1 | $1.23M | Hold |
10,797
| – | – | 1.09% | 29 |
|
|
2017
Q4 | $1.35M | Hold |
10,797
| – | – | 1.22% | 29 |
|
|
2017
Q3 | $1.27M | Buy |
+10,797
| New | +$1.27M | 1.18% | 31 |
|