Pathstone Holdings’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6M | Sell |
220,944
-39,551
| -15% | -$5.66M | 0.13% | 108 |
|
|
2025
Q1 | $43.1M | Buy |
260,495
+6,030
| +2% | +$998K | 0.19% | 85 |
|
|
2024
Q4 | $36.9M | Sell |
254,465
-11,694
| -4% | -$1.69M | 0.16% | 85 |
|
|
2024
Q3 | $39.2M | Sell |
266,159
-6,737
| -2% | -$992K | 0.17% | 88 |
|
|
2024
Q2 | $42.7M | Buy |
272,896
+1,894
| +0.7% | +$296K | 0.19% | 83 |
|
|
2024
Q1 | $42.7M | Buy |
271,002
+21,524
| +9% | +$3.4M | 0.2% | 77 |
|
|
2023
Q4 | $37.3M | Buy |
+249,478
| New | +$37.3M | 0.2% | 79 |
|