Personal CFO Solutions’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
18,244
+230
| +1% | +$32.9K | 0.48% | 35 |
|
|
2025
Q1 | $3.01M | Buy |
18,014
+507
| +3% | +$84.8K | 0.61% | 25 |
|
|
2024
Q4 | $2.54M | Buy |
17,507
+521
| +3% | +$75.5K | 0.5% | 34 |
|
|
2024
Q3 | $2.5M | Sell |
16,986
-450
| -3% | -$66.3K | 0.35% | 58 |
|
|
2024
Q2 | $2.73M | Sell |
17,436
-85
| -0.5% | -$13.3K | 0.42% | 45 |
|
|
2024
Q1 | $2.76M | Buy |
17,521
+736
| +4% | +$116K | 0.43% | 44 |
|
|
2023
Q4 | $2.5M | Buy |
16,785
+1,758
| +12% | +$262K | 0.43% | 43 |
|
|
2023
Q3 | $2.53M | Buy |
15,027
+596
| +4% | +$101K | 0.5% | 39 |
|
|
2023
Q2 | $2.27M | Buy |
14,431
+339
| +2% | +$53.3K | 0.46% | 43 |
|
|
2023
Q1 | $2.3M | Buy |
14,092
+364
| +3% | +$59.4K | 0.47% | 43 |
|
|
2022
Q4 | $2.46M | Buy |
13,728
+358
| +3% | +$64.3K | 0.52% | 38 |
|
|
2022
Q3 | $1.92M | Sell |
13,370
-72
| -0.5% | -$10.3K | 0.48% | 45 |
|
|
2022
Q2 | $1.95M | Buy |
13,442
+117
| +0.9% | +$16.9K | 0.46% | 46 |
|
|
2022
Q1 | $2.17M | Sell |
13,325
-918
| -6% | -$149K | 0.43% | 46 |
|
|
2021
Q4 | $1.67M | Buy |
14,243
+132
| +0.9% | +$15.5K | 0.31% | 58 |
|
|
2021
Q3 | $1.43M | Sell |
14,111
-123
| -0.9% | -$12.5K | 0.29% | 65 |
|
|
2021
Q2 | $1.49M | Buy |
14,234
+6,296
| +79% | +$660K | 0.31% | 61 |
|
|
2021
Q1 | $832K | Buy |
7,938
+276
| +4% | +$28.9K | 0.18% | 106 |
|
|
2020
Q4 | $647K | Sell |
7,662
-6,114
| -44% | -$516K | 0.16% | 118 |
|
|
2020
Q3 | $1K | Buy |
13,776
+5,623
| +69% | +$408 | 0.33% | 68 |
|
|
2020
Q2 | $727K | Sell |
8,153
-256
| -3% | -$22.8K | 0.22% | 96 |
|
|
2020
Q1 | $609K | Sell |
8,409
-1,071
| -11% | -$77.6K | 0.22% | 101 |
|
|
2019
Q4 | $1.15M | Buy |
9,480
+144
| +2% | +$17.4K | 0.33% | 63 |
|
|
2019
Q3 | $1.2M | Buy |
+9,336
| New | +$1.2M | 0.48% | 47 |
|