Pacific Sun Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
3,526
-210
| -6% | -$30.1K | 0.26% | 114 |
|
|
2025
Q1 | $625K | Sell |
3,736
-129
| -3% | -$21.6K | 0.36% | 83 |
|
|
2024
Q4 | $560K | Hold |
3,865
| – | – | 0.31% | 100 |
|
|
2024
Q3 | $569K | Buy |
3,865
+379
| +11% | +$55.8K | 0.31% | 98 |
|
|
2024
Q2 | $545K | Hold |
3,486
| – | – | 0.32% | 99 |
|
|
2024
Q1 | $550K | Buy |
+3,486
| New | +$550K | 0.32% | 102 |
|
|
2022
Q4 | – | Sell |
-3,486
| Closed | -$501K | – | 176 |
|
|
2022
Q3 | $501K | Sell |
3,486
-43
| -1% | -$6.18K | 0.35% | 90 |
|
|
2022
Q2 | $511K | Buy |
3,529
+85
| +2% | +$12.3K | 0.34% | 95 |
|
|
2022
Q1 | $561K | Hold |
3,444
| – | – | 0.31% | 97 |
|
|
2021
Q4 | $404K | Hold |
3,444
| – | – | 0.22% | 120 |
|
|
2021
Q3 | $349K | Buy |
+3,444
| New | +$349K | 0.2% | 124 |
|
|
2020
Q3 | $893K | Sell |
12,401
-550
| -4% | -$39.6K | 0.75% | 46 |
|
|
2020
Q2 | $1.16M | Sell |
12,951
-241
| -2% | -$21.5K | 1.04% | 27 |
|
|
2020
Q1 | $956K | Sell |
13,192
-170
| -1% | -$12.3K | 1.1% | 25 |
|
|
2019
Q4 | $1.61M | Sell |
13,362
-100
| -0.7% | -$12K | 1.42% | 16 |
|
|
2019
Q3 | $1.6M | Buy |
13,462
+117
| +0.9% | +$13.9K | 1.51% | 14 |
|
|
2019
Q2 | $1.66M | Buy |
+13,345
| New | +$1.66M | 1.59% | 13 |
|
|
2018
Q2 | $1.74M | Hold |
13,897
| – | – | 1.79% | 11 |
|
|
2018
Q1 | $1.59M | Sell |
13,897
-2,980
| -18% | -$340K | 2.09% | 10 |
|
|
2017
Q4 | $2.11M | Buy |
+16,877
| New | +$2.11M | 1.16% | 27 |
|