Pineridge Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5K | Buy |
325
+1
| +0.3% | +$143 | 0.02% | 108 |
|
|
2025
Q1 | $54.3K | Sell |
324
-929
| -74% | -$156K | 0.02% | 101 |
|
|
2024
Q4 | $181K | Buy |
1,253
+929
| +287% | +$135K | 0.07% | 56 |
|
|
2024
Q3 | $47.7K | Sell |
324
-7
| -2% | -$1.03K | 0.02% | 139 |
|
|
2024
Q2 | $51.8K | Sell |
331
-8
| -2% | -$1.25K | 0.02% | 138 |
|
|
2024
Q1 | $53.5K | Sell |
339
-118
| -26% | -$18.6K | 0.02% | 132 |
|
|
2023
Q4 | $68.2K | Buy |
+457
| New | +$68.2K | 0.02% | 137 |
|