PSP
Pacific Sage Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
6,265
-968
| -13% | -$139K | 0.18% | 48 |
|
|
2025
Q1 | $1.21M | Sell |
7,233
-984
| -12% | -$165K | 0.27% | 41 |
|
|
2024
Q4 | $1.19M | Sell |
8,217
-99
| -1% | -$14.3K | 0.27% | 40 |
|
|
2024
Q3 | $1.22M | Sell |
8,316
-300
| -3% | -$44.2K | 0.29% | 38 |
|
|
2024
Q2 | $1.35M | Sell |
8,616
-265
| -3% | -$41.5K | 0.33% | 33 |
|
|
2024
Q1 | $1.4M | Sell |
8,881
-55
| -0.6% | -$8.68K | 0.36% | 32 |
|
|
2023
Q4 | $1.33M | Buy |
8,936
+57
| +0.6% | +$8.5K | 0.37% | 32 |
|
|
2023
Q3 | $1.5M | Hold |
8,879
| – | – | 0.45% | 27 |
|
|
2023
Q2 | $1.4M | Buy |
8,879
+1
| +0% | +$157 | 0.41% | 27 |
|
|
2023
Q1 | $1.45M | Sell |
8,878
-106
| -1% | -$17.3K | 0.47% | 23 |
|
|
2022
Q4 | $1.61M | Buy |
+8,984
| New | +$1.61M | 0.54% | 23 |
|