River Street Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Buy |
8,877
+346
| +4% | +$49.5K | 0.55% | 51 |
|
2025
Q1 | $1.43M | Buy |
8,531
+751
| +10% | +$126K | 0.71% | 38 |
|
2024
Q4 | $1.13M | Buy |
7,780
+123
| +2% | +$17.8K | 0.58% | 49 |
|
2024
Q3 | $1.13M | Buy |
7,657
+4,522
| +144% | +$666K | 0.61% | 48 |
|
2024
Q2 | $490K | Buy |
3,135
+416
| +15% | +$65.1K | 0.3% | 88 |
|
2024
Q1 | $429K | Buy |
2,719
+212
| +8% | +$33.4K | 0.29% | 90 |
|
2023
Q4 | $374K | Buy |
2,507
+47
| +2% | +$7.01K | 0.3% | 86 |
|
2023
Q3 | $415K | Buy |
2,460
+126
| +5% | +$21.2K | 0.39% | 75 |
|
2023
Q2 | $367K | Sell |
2,334
-12
| -0.5% | -$1.89K | 0.35% | 81 |
|
2023
Q1 | $383K | Buy |
2,346
+29
| +1% | +$4.73K | 0.38% | 81 |
|
2022
Q4 | $416K | Buy |
+2,317
| New | +$416K | 0.45% | 73 |
|