Plato Investment 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 | $6.43M | Buy |
45,068
+632
| +1% | +$90.2K | 0.48% | 37 |
|
|
2025
Q1 | $7.51M | Buy |
44,436
+1,501
| +3% | +$254K | 0.63% | 27 |
|
|
2024
Q4 | $6.24M | Sell |
42,935
-771
| -2% | -$112K | 0.46% | 41 |
|
|
2024
Q3 | $6.43M | Buy |
43,706
+438
| +1% | +$64.4K | 0.52% | 33 |
|
|
2024
Q2 | $6.77M | Buy |
43,268
+1,854
| +4% | +$290K | 0.63% | 27 |
|
|
2024
Q1 | $6.53M | Buy |
41,414
+40,162
| +3,208% | +$6.34M | 0.68% | 25 |
|
|
2023
Q4 | $187K | Buy |
+1,252
| New | +$187K | 0.23% | 103 |
|