Pacifica Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Hold |
3,692
| – | – | 0.22% | 67 |
|
|
2025
Q1 | $576K | Buy |
3,692
+115
| +3% | +$18K | 0.26% | 62 |
|
|
2024
Q4 | $525K | Buy |
3,577
+10
| +0.3% | +$1.47K | 0.23% | 67 |
|
|
2024
Q3 | $525K | Sell |
3,567
-60
| -2% | -$8.84K | 0.22% | 67 |
|
|
2024
Q2 | $568K | Buy |
3,627
+135
| +4% | +$21.2K | 0.24% | 63 |
|
|
2024
Q1 | $546K | Buy |
3,492
+63
| +2% | +$9.85K | 0.24% | 66 |
|
|
2023
Q4 | $490K | Buy |
3,429
+103
| +3% | +$14.7K | 0.24% | 64 |
|
|
2023
Q3 | $545K | Buy |
3,326
+584
| +21% | +$95.7K | 0.3% | 59 |
|
|
2023
Q2 | $429K | Sell |
2,742
-55
| -2% | -$8.6K | 0.24% | 61 |
|
|
2023
Q1 | $467K | Sell |
2,797
-3
| -0.1% | -$501 | 0.28% | 60 |
|
|
2022
Q4 | $503K | Buy |
2,800
+35
| +1% | +$6.29K | 0.34% | 55 |
|
|
2022
Q3 | $413K | Sell |
2,765
-150
| -5% | -$22.4K | 0.3% | 58 |
|
|
2022
Q2 | $444K | Sell |
2,915
-255
| -8% | -$38.8K | 0.31% | 56 |
|
|
2022
Q1 | $488K | Hold |
3,170
| – | – | 0.32% | 54 |
|
|
2021
Q4 | $398K | Sell |
3,170
-45
| -1% | -$5.65K | 0.26% | 62 |
|
|
2021
Q3 | $323K | Hold |
3,215
| – | – | 0.24% | 67 |
|
|
2021
Q2 | $337K | Buy |
3,215
+50
| +2% | +$5.24K | 0.26% | 63 |
|
|
2021
Q1 | $329K | Buy |
3,165
+55
| +2% | +$5.72K | 0.27% | 63 |
|
|
2020
Q4 | $267K | Hold |
3,110
| – | – | 0.26% | 63 |
|
|
2020
Q3 | $224K | Sell |
3,110
-65
| -2% | -$4.68K | 0.24% | 67 |
|
|
2020
Q2 | $279K | Sell |
3,175
-1,186
| -27% | -$104K | 0.31% | 58 |
|
|
2020
Q1 | $352K | Sell |
4,361
-255
| -6% | -$20.6K | 0.44% | 53 |
|
|
2019
Q4 | $556K | Buy |
+4,616
| New | +$556K | 0.54% | 46 |
|