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 |
|