Orion Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.5K | Buy |
520
+1
| +0.2% | +$143 | 0.03% | 206 |
|
|
2025
Q1 | $86.8K | Buy |
519
+99
| +24% | +$16.6K | 0.04% | 188 |
|
|
2024
Q4 | $60.8K | Buy |
+420
| New | +$60.8K | 0.03% | 217 |
|
|
2024
Q3 | – | Sell |
-595
| Closed | -$93.1K | – | 203 |
|
|
2024
Q2 | $93.1K | Hold |
595
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $93.9K | Sell |
595
-154
| -21% | -$24.3K | 0.05% | 172 |
|
|
2023
Q4 | $112K | Buy |
749
+154
| +26% | +$23K | 0.07% | 159 |
|
|
2023
Q3 | $100K | Buy |
+595
| New | +$100K | 0.07% | 158 |
|
|
2023
Q2 | – | Sell |
-595
| Closed | -$97.1K | – | 200 |
|
|
2023
Q1 | $97.1K | Buy |
595
+300
| +102% | +$48.9K | 0.07% | 160 |
|
|
2022
Q4 | $53K | Buy |
295
+73
| +33% | +$13.1K | 0.04% | 196 |
|
|
2022
Q3 | $32K | Hold |
222
| – | – | 0.03% | 232 |
|
|
2022
Q2 | $32K | Hold |
222
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $36K | Buy |
222
+102
| +85% | +$16.5K | 0.02% | 226 |
|
|
2021
Q4 | $14K | Hold |
120
| – | – | 0.01% | 285 |
|
|
2021
Q3 | $12K | Sell |
120
-400
| -77% | -$40K | 0.01% | 282 |
|
|
2021
Q2 | $54K | Hold |
520
| – | – | 0.03% | 172 |
|
|
2021
Q1 | $54K | Hold |
520
| – | – | 0.04% | 160 |
|
|
2020
Q4 | $44K | Buy |
+520
| New | +$44K | 0.03% | 159 |
|