Red Tortoise LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Sell |
109
-32
| -23% | -$4.58K | 0.01% | 204 |
|
|
2025
Q1 | $23.6K | Hold |
141
| – | – | 0.01% | 143 |
|
|
2024
Q4 | $20.4K | Sell |
141
-8
| -5% | -$1.16K | 0.01% | 161 |
|
|
2024
Q3 | $21.9K | Buy |
149
+28
| +23% | +$4.12K | 0.01% | 154 |
|
|
2024
Q2 | $18.9K | Hold |
121
| – | – | 0.01% | 162 |
|
|
2024
Q1 | $19.1K | Sell |
121
-24
| -17% | -$3.79K | 0.01% | 154 |
|
|
2023
Q4 | $21.6K | Sell |
145
-56
| -28% | -$8.35K | 0.01% | 127 |
|
|
2023
Q3 | $33.9K | Buy |
201
+51
| +34% | +$8.6K | 0.02% | 111 |
|
|
2023
Q2 | $23.6K | Hold |
150
| – | – | 0.01% | 124 |
|
|
2023
Q1 | $24.5K | Sell |
150
-56
| -27% | -$9.14K | 0.02% | 126 |
|
|
2022
Q4 | $37K | Buy |
+206
| New | +$37K | 0.03% | 132 |
|
|
2021
Q4 | – | Sell |
-214
| Closed | -$30K | – | 181 |
|
|
2021
Q3 | $30K | Buy |
+214
| New | +$30K | 0.02% | 135 |
|