Principal Securities’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
58,102
+6,383
| +12% | +$914K | 0.16% | 123 |
|
|
2025
Q1 | $7.49M | Buy |
51,719
+89
| +0.2% | +$12.9K | 0.17% | 123 |
|
|
2024
Q4 | $7.48M | Buy |
51,630
+5,202
| +11% | +$753K | 0.17% | 121 |
|
|
2024
Q3 | $6.84M | Buy |
46,428
+1,484
| +3% | +$219K | 0.17% | 119 |
|
|
2024
Q2 | $7.03M | Buy |
44,944
+4,464
| +11% | +$698K | 0.19% | 94 |
|
|
2024
Q1 | $6.39M | Buy |
40,480
+2,552
| +7% | +$403K | 0.2% | 100 |
|
|
2023
Q4 | $5.66M | Buy |
+37,928
| New | +$5.66M | 0.21% | 97 |
|