PrairieView Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Hold
1,344
0.02% 123
2025
Q1
$224K Sell
1,344
-78
-5% -$13K 0.02% 114
2024
Q4
$205K Hold
1,422
0.02% 117
2024
Q3
$209K Sell
1,422
-4,000
-74% -$588K 0.02% 117
2024
Q2
$848K Buy
5,422
+3,993
+279% +$625K 0.1% 67
2024
Q1
$226K Hold
1,429
0.03% 107
2023
Q4
$213K Buy
1,429
+509
+55% +$75.9K 0.03% 107
2023
Q3
$155K Sell
920
-141
-13% -$23.8K 0.02% 115
2023
Q2
$166K Buy
1,061
+150
+16% +$23.5K 0.02% 126
2023
Q1
$148K Hold
911
0.02% 122
2022
Q4
$163K Hold
911
0.02% 117
2022
Q3
$131K Sell
911
-150
-14% -$21.6K 0.02% 118
2022
Q2
$154K Buy
1,061
+150
+16% +$21.8K 0.02% 115
2022
Q1
$148K Sell
911
-44
-5% -$7.15K 0.02% 124
2021
Q4
$112K Sell
955
-69
-7% -$8.09K 0.02% 142
2021
Q3
$104K Buy
1,024
+228
+29% +$23.2K 0.02% 132
2021
Q2
$83K Hold
796
0.01% 139
2021
Q1
$83K Hold
796
0.01% 134
2020
Q4
$67K Hold
796
0.01% 138
2020
Q3
$57K Hold
796
0.01% 133
2020
Q2
$71K Hold
796
0.02% 121
2020
Q1
$58K Buy
+796
New +$58K 0.01% 127