Peirce Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $448K | Hold |
3,131
| – | – | 0.2% | 34 |
|
2025
Q1 | $524K | Hold |
3,131
| – | – | 0.26% | 20 |
|
2024
Q4 | $453K | Sell |
3,131
-521
| -14% | -$75.5K | 0.23% | 23 |
|
2024
Q3 | $538K | Hold |
3,652
| – | – | 0.27% | 20 |
|
2024
Q2 | $571K | Hold |
3,652
| – | – | 0.3% | 20 |
|
2024
Q1 | $576K | Hold |
3,652
| – | – | 0.32% | 22 |
|
2023
Q4 | $545K | Buy |
+3,652
| New | +$545K | 0.33% | 22 |
|