Prossimo Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
5,109
-406
| -7% | -$58.2K | 0.59% | 48 |
|
|
2025
Q1 | $923K | Sell |
5,515
-41
| -0.7% | -$6.86K | 0.69% | 39 |
|
|
2024
Q4 | $805K | Buy |
5,556
+73
| +1% | +$10.6K | 0.58% | 48 |
|
|
2024
Q3 | $807K | Sell |
5,483
-1,042
| -16% | -$153K | 0.59% | 49 |
|
|
2024
Q2 | $1.02M | Buy |
+6,525
| New | +$1.02M | 0.92% | 26 |
|
|
2023
Q3 | – | Sell |
-5,779
| Closed | -$909K | – | 70 |
|
|
2023
Q2 | $909K | Buy |
+5,779
| New | +$909K | 0.88% | 27 |
|