Phoenix 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 | $5.67M | Sell |
39,504
-10,505
| -21% | -$1.51M | 0.07% | 121 |
|
|
2025
Q1 | $8.38M | Sell |
50,009
-349
| -0.7% | -$58.5K | 0.13% | 105 |
|
|
2024
Q4 | $7.29M | Sell |
50,358
-10,409
| -17% | -$1.51M | 0.1% | 109 |
|
|
2024
Q3 | $8.95M | Buy |
60,767
+5,785
| +11% | +$852K | 0.13% | 95 |
|
|
2024
Q2 | $8.6M | Sell |
54,982
-168
| -0.3% | -$26.3K | 0.13% | 91 |
|
|
2024
Q1 | $8.7M | Buy |
55,150
+30,021
| +119% | +$4.74M | 0.12% | 84 |
|
|
2023
Q4 | $4.22M | Buy |
+25,129
| New | +$4.22M | 0.07% | 129 |
|
|
2023
Q2 | – | Sell |
-4,171
| Closed | -$671K | – | 329 |
|
|
2023
Q1 | $671K | Buy |
+4,171
| New | +$671K | 0.02% | 206 |
|
|
2020
Q4 | – | Sell |
-218,950
| Closed | -$14.9M | – | 379 |
|
|
2020
Q3 | $14.9M | Buy |
218,950
+9,274
| +4% | +$630K | 0.62% | 61 |
|
|
2020
Q2 | $17.8M | Buy |
209,676
+189,007
| +914% | +$16M | 0.75% | 48 |
|
|
2020
Q1 | $1.46M | Buy |
+20,669
| New | +$1.46M | 0.07% | 176 |
|