Penney Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Hold |
5,335
| – | – | 0.39% | 23 |
|
|
2025
Q1 | $892K | Sell |
5,335
-240
| -4% | -$40.1K | 0.59% | 16 |
|
|
2024
Q4 | $807K | Hold |
5,575
| – | – | 0.54% | 16 |
|
|
2024
Q3 | $821K | Buy |
5,575
+18
| +0.3% | +$2.65K | 0.56% | 16 |
|
|
2024
Q2 | $869K | Hold |
5,557
| – | – | 0.64% | 16 |
|
|
2024
Q1 | $877K | Sell |
5,557
-441
| -7% | -$69.6K | 0.65% | 15 |
|
|
2023
Q4 | $895K | Buy |
+5,998
| New | +$895K | 0.74% | 16 |
|