Patriot Investment Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
2,073
-1
| -0% | -$143 | 0.02% | 203 |
|
|
2025
Q1 | $347K | Sell |
2,074
-120
| -5% | -$20.1K | 0.03% | 183 |
|
|
2024
Q4 | $318K | Buy |
2,194
+157
| +8% | +$22.7K | 0.02% | 191 |
|
|
2024
Q3 | $300K | Hold |
2,037
| – | – | 0.02% | 203 |
|
|
2024
Q2 | $319K | Sell |
2,037
-21
| -1% | -$3.29K | 0.02% | 198 |
|
|
2024
Q1 | $325K | Buy |
2,058
+51
| +3% | +$8.05K | 0.03% | 201 |
|
|
2023
Q4 | $299K | Hold |
2,007
| – | – | 0.03% | 200 |
|
|
2023
Q3 | $338K | Hold |
2,007
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $316K | Hold |
2,007
| – | – | 0.03% | 199 |
|
|
2023
Q1 | $327K | Hold |
2,007
| – | – | 0.03% | 197 |
|
|
2022
Q4 | $360K | Buy |
2,007
+1
| +0% | +$179 | 0.03% | 189 |
|
|
2022
Q3 | $288K | Hold |
2,006
| – | – | 0.03% | 201 |
|
|
2022
Q2 | $290K | Sell |
2,006
-98
| -5% | -$14.2K | 0.03% | 201 |
|
|
2022
Q1 | $342K | Buy |
+2,104
| New | +$342K | 0.03% | 207 |
|
|
2020
Q3 | – | Sell |
-677
| Closed | -$60.4K | – | 284 |
|
|
2020
Q2 | $60.4K | Buy |
+677
| New | +$60.4K | 0.01% | 311 |
|