Ridgewood Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
8,771
+4,709
| +116% | +$674K | 0.54% | 53 |
|
|
2025
Q1 | $680K | Buy |
4,062
+403
| +11% | +$67.4K | 0.32% | 93 |
|
|
2024
Q4 | $530K | Buy |
3,659
+230
| +7% | +$33.3K | 0.26% | 105 |
|
|
2024
Q3 | $505K | Buy |
3,429
+443
| +15% | +$65.2K | 0.25% | 103 |
|
|
2024
Q2 | $467K | Hold |
2,986
| – | – | 0.23% | 115 |
|
|
2024
Q1 | $471K | Sell |
2,986
-10
| -0.3% | -$1.58K | 0.25% | 121 |
|
|
2023
Q4 | $447K | Buy |
+2,996
| New | +$447K | 0.26% | 115 |
|
|
2023
Q3 | – | Sell |
-286
| Closed | -$45K | – | 292 |
|
|
2023
Q2 | $45K | Buy |
286
+200
| +233% | +$31.5K | 0.03% | 340 |
|
|
2023
Q1 | $14K | Buy |
+86
| New | +$14K | 0.01% | 484 |
|