One Degree Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
1,919
+30
| +2% | +$4.28K | 0.1% | 61 |
|
|
2025
Q1 | $316K | Sell |
1,889
-1,305
| -41% | -$218K | 0.13% | 51 |
|
|
2024
Q4 | $502K | Hold |
3,194
| – | – | 0.2% | 41 |
|
|
2024
Q3 | $464K | Hold |
3,194
| – | – | 0.2% | 39 |
|
|
2024
Q2 | $499K | Hold |
3,194
| – | – | 0.24% | 40 |
|
|
2024
Q1 | $504K | Hold |
3,194
| – | – | 0.25% | 37 |
|
|
2023
Q4 | $487K | Buy |
+3,194
| New | +$487K | 0.25% | 40 |
|