RW Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
5,073
+656
| +15% | +$93.9K | 0.08% | 51 |
|
|
2025
Q1 | $739K | Hold |
4,417
| – | – | 0.09% | 43 |
|
|
2024
Q4 | $640K | Sell |
4,417
-1,518
| -26% | -$220K | 0.08% | 54 |
|
|
2024
Q3 | $874K | Sell |
5,935
-710
| -11% | -$105K | 0.11% | 44 |
|
|
2024
Q2 | $1.04M | Sell |
6,645
-136
| -2% | -$21.3K | 0.14% | 33 |
|
|
2024
Q1 | $1.07M | Buy |
6,781
+747
| +12% | +$118K | 0.15% | 29 |
|
|
2023
Q4 | $900K | Hold |
6,034
| – | – | 0.14% | 31 |
|
|
2023
Q3 | $1.02M | Hold |
6,034
| – | – | 0.18% | 27 |
|
|
2023
Q2 | $949K | Sell |
6,034
-333
| -5% | -$52.4K | 0.2% | 30 |
|
|
2023
Q1 | $1.04M | Buy |
6,367
+220
| +4% | +$35.9K | 0.29% | 27 |
|
|
2022
Q4 | $1.1M | Buy |
+6,147
| New | +$1.1M | 0.43% | 23 |
|