Retirement Planning Company of New England’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
8,595
+351
| +4% | +$50.3K | 0.55% | 52 |
|
|
2025
Q1 | $1.38M | Buy |
8,244
+274
| +3% | +$45.8K | 0.69% | 35 |
|
|
2024
Q4 | $1.15M | Buy |
7,970
+46
| +0.6% | +$6.66K | 0.56% | 45 |
|
|
2024
Q3 | $1.17M | Buy |
7,924
+294
| +4% | +$43.3K | 0.58% | 46 |
|
|
2024
Q2 | $1.19M | Sell |
7,630
-214
| -3% | -$33.5K | 0.65% | 39 |
|
|
2024
Q1 | $1.24M | Sell |
7,844
-1,133
| -13% | -$179K | 0.68% | 40 |
|
|
2023
Q4 | $1.34M | Buy |
8,977
+518
| +6% | +$77.3K | 0.6% | 44 |
|
|
2023
Q3 | $1.43M | Sell |
8,459
-191
| -2% | -$32.2K | 0.79% | 31 |
|
|
2023
Q2 | $1.36M | Buy |
8,650
+195
| +2% | +$30.7K | 0.78% | 33 |
|
|
2023
Q1 | $1.38M | Buy |
8,455
+285
| +3% | +$46.5K | 0.84% | 29 |
|
|
2022
Q4 | $1.47M | Buy |
8,170
+48
| +0.6% | +$8.62K | 0.96% | 24 |
|
|
2022
Q3 | $1.17M | Sell |
8,122
-92
| -1% | -$13.2K | 0.84% | 27 |
|
|
2022
Q2 | $1.19M | Buy |
8,214
+52
| +0.6% | +$7.53K | 0.81% | 30 |
|
|
2022
Q1 | $1.33M | Sell |
8,162
-98
| -1% | -$16K | 0.75% | 33 |
|
|
2021
Q4 | $969K | Buy |
+8,260
| New | +$969K | 0.47% | 54 |
|