Running Point Capital 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 | $292K | Sell |
2,036
-45
| -2% | -$6.44K | 0.08% | 105 |
|
|
2025
Q1 | $348K | Buy |
2,081
+624
| +43% | +$104K | 0.11% | 90 |
|
|
2024
Q4 | $211K | Sell |
1,457
-1,600
| -52% | -$232K | 0.07% | 100 |
|
|
2024
Q3 | $450K | Sell |
3,057
-34
| -1% | -$5.01K | 0.17% | 63 |
|
|
2024
Q2 | $484K | Sell |
3,091
-53
| -2% | -$8.29K | 0.2% | 61 |
|
|
2024
Q1 | $496K | Buy |
+3,144
| New | +$496K | 0.22% | 59 |
|