Root Financial Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
7,648
+1,080
| +16% | +$155K | 0.11% | 69 |
|
|
2025
Q1 | $1.1M | Buy |
6,568
+188
| +3% | +$31.4K | 0.12% | 64 |
|
|
2024
Q4 | $924K | Buy |
6,380
+2,216
| +53% | +$321K | 0.11% | 64 |
|
|
2024
Q3 | $613K | Buy |
4,164
+36
| +0.9% | +$5.3K | 0.1% | 78 |
|
|
2024
Q2 | $646K | Sell |
4,128
-89
| -2% | -$13.9K | 0.15% | 55 |
|
|
2024
Q1 | $665K | Buy |
4,217
+444
| +12% | +$70K | 0.2% | 46 |
|
|
2023
Q4 | $563K | Buy |
3,773
+97
| +3% | +$14.5K | 0.21% | 48 |
|
|
2023
Q3 | $620K | Buy |
3,676
+2
| +0.1% | +$337 | 0.33% | 33 |
|
|
2023
Q2 | $578K | Sell |
3,674
-158
| -4% | -$24.9K | 0.34% | 36 |
|
|
2023
Q1 | $625K | Buy |
+3,832
| New | +$625K | 0.45% | 34 |
|