Park Edge Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
1,674
| – | – | 0.06% | 128 |
|
|
2025
Q1 | $280K | Sell |
1,674
-190
| -10% | -$31.8K | 0.08% | 119 |
|
|
2024
Q4 | $270K | Sell |
1,864
-21
| -1% | -$3.04K | 0.08% | 119 |
|
|
2024
Q3 | $278K | Hold |
1,885
| – | – | 0.08% | 118 |
|
|
2024
Q2 | $295K | Sell |
1,885
-326
| -15% | -$51K | 0.09% | 113 |
|
|
2024
Q1 | $349K | Hold |
2,211
| – | – | 0.1% | 97 |
|
|
2023
Q4 | $330K | Sell |
2,211
-43
| -2% | -$6.41K | 0.11% | 91 |
|
|
2023
Q3 | $380K | Buy |
2,254
+182
| +9% | +$30.7K | 0.14% | 71 |
|
|
2023
Q2 | $326K | Hold |
2,072
| – | – | 0.11% | 81 |
|
|
2023
Q1 | $338K | Sell |
2,072
-661
| -24% | -$108K | 0.13% | 71 |
|
|
2022
Q4 | $491K | Buy |
+2,733
| New | +$491K | 0.22% | 50 |
|