Salomon & Ludwin’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
2,892
+120
| +4% | +$17.8K | 0.04% | 114 |
|
|
2025
Q1 | $464K | Buy |
2,772
+169
| +6% | +$28.3K | 0.05% | 107 |
|
|
2024
Q4 | $377K | Sell |
2,603
-228
| -8% | -$33K | 0.04% | 111 |
|
|
2024
Q3 | $417K | Sell |
2,831
-1,200
| -30% | -$177K | 0.04% | 112 |
|
|
2024
Q2 | $631K | Sell |
4,031
-956
| -19% | -$150K | 0.07% | 98 |
|
|
2024
Q1 | $787K | Buy |
4,987
+600
| +14% | +$94.6K | 0.07% | 101 |
|
|
2023
Q4 | $740K | Hold |
4,387
| – | – | 0.08% | 98 |
|
|
2023
Q3 | $740K | Sell |
4,387
-13
| -0.3% | -$2.19K | 0.08% | 98 |
|
|
2023
Q2 | $692K | Sell |
4,400
-48
| -1% | -$7.55K | 0.07% | 95 |
|
|
2023
Q1 | $726K | Sell |
4,448
-127
| -3% | -$20.7K | 0.09% | 89 |
|
|
2022
Q4 | $821K | Buy |
4,575
+237
| +5% | +$42.5K | 0.1% | 77 |
|
|
2022
Q3 | $623K | Buy |
4,338
+1,095
| +34% | +$157K | 0.09% | 78 |
|
|
2022
Q2 | $470K | Buy |
3,243
+1,629
| +101% | +$236K | 0.07% | 79 |
|
|
2022
Q1 | $263K | Buy |
+1,614
| New | +$263K | 0.04% | 102 |
|
|
2020
Q2 | – | Sell |
-90
| Closed | -$7K | – | 102 |
|
|
2020
Q1 | $7K | Hold |
90
| – | – | ﹤0.01% | 180 |
|
|
2019
Q4 | $11K | Hold |
90
| – | – | ﹤0.01% | 170 |
|
|
2019
Q3 | $11K | Hold |
90
| – | – | ﹤0.01% | 159 |
|
|
2019
Q2 | $11K | Sell |
90
-39
| -30% | -$4.77K | ﹤0.01% | 151 |
|
|
2019
Q1 | $16K | Buy |
129
+39
| +43% | +$4.84K | ﹤0.01% | 136 |
|
|
2018
Q4 | $10K | Buy |
+90
| New | +$10K | ﹤0.01% | 152 |
|