Rather & Kittrell’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
5,436
-17
| -0.3% | -$2.43K | 0.15% | 53 |
|
|
2025
Q1 | $912K | Buy |
5,453
+22
| +0.4% | +$3.68K | 0.2% | 44 |
|
|
2024
Q4 | $787K | Buy |
5,431
+26
| +0.5% | +$3.77K | 0.18% | 48 |
|
|
2024
Q3 | $796K | Sell |
5,405
-1,265
| -19% | -$186K | 0.2% | 48 |
|
|
2024
Q2 | $1.04M | Sell |
6,670
-182
| -3% | -$28.5K | 0.29% | 36 |
|
|
2024
Q1 | $1.08M | Buy |
6,852
+3,361
| +96% | +$530K | 0.32% | 36 |
|
|
2023
Q4 | $521K | Buy |
3,491
+277
| +9% | +$41.3K | 0.18% | 48 |
|
|
2023
Q3 | $542K | Sell |
3,214
-267
| -8% | -$45K | 0.22% | 43 |
|
|
2023
Q2 | $548K | Buy |
3,481
+524
| +18% | +$82.5K | 0.23% | 44 |
|
|
2023
Q1 | $483K | Sell |
2,957
-277
| -9% | -$45.2K | 0.22% | 46 |
|
|
2022
Q4 | $580K | Sell |
3,234
-389
| -11% | -$69.8K | 0.31% | 41 |
|
|
2022
Q3 | $520K | Sell |
3,623
-165
| -4% | -$23.7K | 0.55% | 38 |
|
|
2022
Q2 | $548K | Buy |
3,788
+107
| +3% | +$15.5K | 0.6% | 31 |
|
|
2022
Q1 | $599K | Buy |
3,681
+32
| +0.9% | +$5.21K | 0.58% | 29 |
|
|
2021
Q4 | $428K | Buy |
+3,649
| New | +$428K | 0.38% | 36 |
|