OMC 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 | $945K | Sell |
6,600
-707
| -10% | -$101K | 0.39% | 39 |
|
|
2025
Q1 | $1.22M | Hold |
7,307
| – | – | 0.55% | 35 |
|
|
2024
Q4 | $1.06M | Sell |
7,307
-50
| -0.7% | -$7.24K | 0.45% | 35 |
|
|
2024
Q3 | $1.15M | Hold |
7,357
| – | – | 0.54% | 33 |
|
|
2024
Q2 | $1.15M | Buy |
7,357
+50
| +0.7% | +$7.82K | 0.54% | 34 |
|
|
2024
Q1 | $1.15M | Buy |
+7,307
| New | +$1.15M | 0.59% | 29 |
|