Prospect Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
1,598
+127
| +9% | +$18.2K | 0.14% | 90 |
|
|
2025
Q1 | $246K | Sell |
1,471
-577
| -28% | -$96.5K | 0.14% | 98 |
|
|
2024
Q4 | $297K | Sell |
2,048
-204
| -9% | -$29.5K | 0.16% | 84 |
|
|
2024
Q3 | $332K | Sell |
2,252
-200
| -8% | -$29.5K | 0.21% | 72 |
|
|
2024
Q2 | $384K | Buy |
2,452
+240
| +11% | +$37.5K | 0.3% | 53 |
|
|
2024
Q1 | $349K | Sell |
2,212
-204
| -8% | -$32.2K | 0.29% | 56 |
|
|
2023
Q4 | $360K | Buy |
+2,416
| New | +$360K | 0.36% | 47 |
|