Per Stirling 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 | $1.1M | Buy |
7,705
+481
| +7% | +$68.9K | 0.14% | 106 |
|
|
2025
Q1 | $1.21M | Buy |
7,224
+36
| +0.5% | +$6.02K | 0.17% | 101 |
|
|
2024
Q4 | $1.04M | Sell |
7,188
-4,160
| -37% | -$603K | 0.15% | 107 |
|
|
2024
Q3 | $1.67M | Buy |
11,348
+115
| +1% | +$16.9K | 0.23% | 76 |
|
|
2024
Q2 | $1.76M | Buy |
11,233
+39
| +0.3% | +$6.1K | 0.28% | 65 |
|
|
2024
Q1 | $1.77M | Sell |
11,194
-1,005
| -8% | -$159K | 0.29% | 60 |
|
|
2023
Q4 | $1.82M | Buy |
12,199
+105
| +0.9% | +$15.7K | 0.33% | 57 |
|
|
2023
Q3 | $2.04M | Buy |
12,094
+197
| +2% | +$33.2K | 0.42% | 53 |
|
|
2023
Q2 | $1.87M | Buy |
11,897
+147
| +1% | +$23.1K | 0.38% | 56 |
|
|
2023
Q1 | $1.92M | Sell |
11,750
-865
| -7% | -$141K | 0.41% | 47 |
|
|
2022
Q4 | $2.26M | Buy |
+12,615
| New | +$2.26M | 0.41% | 49 |
|