Outfitter Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,148
Closed -$601K 78
2024
Q4
$601K Hold
4,148
0.48% 67
2024
Q3
$611K Hold
4,148
0.5% 62
2024
Q2
$649K Sell
4,148
-900
-18% -$141K 0.54% 59
2024
Q1
$796K Hold
5,048
0.65% 55
2023
Q4
$753K Hold
5,048
0.66% 53
2023
Q3
$851K Buy
5,048
+148
+3% +$25K 0.8% 48
2023
Q2
$771K Hold
4,900
0.69% 55
2023
Q1
$799K Sell
4,900
-1,000
-17% -$163K 0.72% 53
2022
Q4
$1.06M Hold
5,900
0.96% 44
2022
Q3
$848K Hold
5,900
0.83% 52
2022
Q2
$854K Hold
5,900
0.78% 55
2022
Q1
$961K Hold
5,900
0.74% 57
2021
Q4
$692K Hold
5,900
0.51% 65
2021
Q3
$599K Hold
5,900
0.47% 68
2021
Q2
$618K Hold
5,900
0.47% 72
2021
Q1
$618K Hold
5,900
0.51% 67
2020
Q4
$498K Buy
+5,900
New +$498K 0.48% 70