Red Lighthouse Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Sell |
4,036
-6
| -0.1% | -$859 | 0.22% | 47 |
|
|
2025
Q1 | $638K | Buy |
4,042
+6
| +0.1% | +$946 | 0.26% | 39 |
|
|
2024
Q4 | $585K | Buy |
4,036
+1
| +0% | +$145 | 0.23% | 44 |
|
|
2024
Q3 | $594K | Sell |
4,035
-4
| -0.1% | -$589 | 0.23% | 44 |
|
|
2024
Q2 | $632K | Sell |
4,039
-3
| -0.1% | -$469 | 0.26% | 39 |
|
|
2024
Q1 | $638K | Buy |
4,042
+11
| +0.3% | +$1.74K | 0.26% | 40 |
|
|
2023
Q4 | $601K | Buy |
4,031
+21
| +0.5% | +$3.13K | 0.25% | 41 |
|
|
2023
Q3 | $676K | Buy |
4,010
+75
| +2% | +$12.6K | 0.32% | 34 |
|
|
2023
Q2 | $619K | Hold |
3,935
| – | – | 0.28% | 35 |
|
|
2023
Q1 | $642K | Hold |
3,935
| – | – | 0.31% | 32 |
|
|
2022
Q4 | $706K | Buy |
+3,935
| New | +$706K | 0.36% | 31 |
|