Patrick M. Sweeney & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
3,635
+135
| +4% | +$20K | 0.37% | 68 |
|
|
2025
Q1 | $585K | Buy |
3,500
+72
| +2% | +$12K | 0.44% | 61 |
|
|
2024
Q4 | $497K | Buy |
3,428
+2
| +0.1% | +$290 | 0.37% | 70 |
|
|
2024
Q3 | $505K | Buy |
3,426
+366
| +12% | +$53.9K | 0.37% | 72 |
|
|
2024
Q2 | $479K | Buy |
3,060
+290
| +10% | +$45.4K | 0.39% | 68 |
|
|
2024
Q1 | $437K | Buy |
2,770
+152
| +6% | +$24K | 0.36% | 73 |
|
|
2023
Q4 | $391K | Buy |
+2,618
| New | +$391K | 0.36% | 72 |
|