Red Mountain Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
2,400
-146
| -6% | -$20.9K | 0.38% | 47 |
|
|
2025
Q1 | $426K | Sell |
2,546
-90
| -3% | -$15.1K | 0.52% | 39 |
|
|
2024
Q4 | $382K | Sell |
2,636
-281
| -10% | -$40.7K | 0.41% | 39 |
|
|
2024
Q3 | $430K | Buy |
2,917
+4
| +0.1% | +$589 | 0.46% | 39 |
|
|
2024
Q2 | $456K | Buy |
+2,913
| New | +$456K | 0.55% | 38 |
|
|
2023
Q4 | $466K | Buy |
+3,125
| New | +$466K | 0.72% | 39 |
|