Ruggaard & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
4,601
+175
| +4% | +$25.1K | 0.26% | 50 |
|
|
2025
Q1 | $740K | Sell |
4,426
-23
| -0.5% | -$3.85K | 0.32% | 41 |
|
|
2024
Q4 | $644K | Buy |
4,449
+208
| +5% | +$30.1K | 0.28% | 46 |
|
|
2024
Q3 | $625K | Sell |
4,241
-60
| -1% | -$8.84K | 0.27% | 51 |
|
|
2024
Q2 | $673K | Buy |
4,301
+2
| +0% | +$313 | 0.31% | 42 |
|
|
2024
Q1 | $678K | Buy |
4,299
+53
| +1% | +$8.36K | 0.32% | 39 |
|
|
2023
Q4 | $633K | Buy |
4,246
+100
| +2% | +$14.9K | 0.34% | 42 |
|
|
2023
Q3 | $699K | Buy |
4,146
+293
| +8% | +$49.4K | 0.42% | 28 |
|
|
2023
Q2 | $606K | Buy |
3,853
+110
| +3% | +$17.3K | 0.35% | 38 |
|
|
2023
Q1 | $611K | Buy |
+3,743
| New | +$611K | 0.38% | 33 |
|