Riversedge 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 | $554K | Sell |
3,869
-266
| -6% | -$38.1K | 0.11% | 59 |
|
2025
Q1 | $692K | Buy |
4,135
+285
| +7% | +$47.7K | 0.15% | 56 |
|
2024
Q4 | $558K | Buy |
3,850
+132
| +4% | +$19.1K | 0.13% | 58 |
|
2024
Q3 | $547K | Buy |
3,718
+6
| +0.2% | +$884 | 0.12% | 51 |
|
2024
Q2 | $581K | Buy |
3,712
+34
| +0.9% | +$5.32K | 0.14% | 49 |
|
2024
Q1 | $580K | Buy |
3,678
+129
| +4% | +$20.3K | 0.14% | 48 |
|
2023
Q4 | $529K | Sell |
3,549
-662
| -16% | -$98.7K | 0.15% | 46 |
|
2023
Q3 | $710K | Buy |
4,211
+688
| +20% | +$116K | 0.21% | 39 |
|
2023
Q2 | $554K | Buy |
3,523
+30
| +0.9% | +$4.72K | 0.15% | 42 |
|
2023
Q1 | $570K | Buy |
+3,493
| New | +$570K | 0.17% | 46 |
|