Portman Square Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
+7,262
| New | +$1.04M | 0.03% | 28 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 91 |
|
|
2024
Q1 | – | Sell |
-6,873
| Closed | -$1.03M | – | 117 |
|
|
2023
Q4 | $1.03M | Buy |
+6,873
| New | +$1.03M | 0.02% | 51 |
|
|
2023
Q3 | – | Sell |
-24,359
| Closed | -$3.83M | – | 161 |
|
|
2023
Q2 | $3.83M | Sell |
24,359
-15,347
| -39% | -$2.41M | 0.11% | 21 |
|
|
2023
Q1 | $6.48M | Buy |
+39,706
| New | +$6.48M | 0.3% | 11 |
|