Sandbox 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 | $825K | Sell |
5,764
-73
| -1% | -$10.5K | 0.26% | 55 |
|
|
2025
Q1 | $976K | Buy |
5,837
+98
| +2% | +$16.4K | 0.34% | 45 |
|
|
2024
Q4 | $831K | Buy |
5,739
+25
| +0.4% | +$3.62K | 0.28% | 49 |
|
|
2024
Q3 | $842K | Sell |
5,714
-162
| -3% | -$23.9K | 0.3% | 48 |
|
|
2024
Q2 | $919K | Sell |
5,876
-690
| -11% | -$108K | 0.35% | 46 |
|
|
2024
Q1 | $1.04M | Sell |
6,566
-152
| -2% | -$24K | 0.44% | 43 |
|
|
2023
Q4 | $1M | Sell |
6,718
-69
| -1% | -$10.3K | 0.47% | 34 |
|
|
2023
Q3 | $1.14M | Sell |
6,787
-1,594
| -19% | -$269K | 0.61% | 28 |
|
|
2023
Q2 | $1.32M | Buy |
8,381
+186
| +2% | +$29.3K | 0.69% | 21 |
|
|
2023
Q1 | $1.34M | Sell |
8,195
-1,402
| -15% | -$229K | 0.81% | 18 |
|
|
2022
Q4 | $1.72M | Buy |
9,597
+3,365
| +54% | +$604K | 1.19% | 16 |
|
|
2022
Q3 | $895K | Buy |
6,232
+225
| +4% | +$32.3K | 0.65% | 24 |
|
|
2022
Q2 | $870K | Buy |
6,007
+114
| +2% | +$16.5K | 0.62% | 25 |
|
|
2022
Q1 | $960K | Buy |
5,893
+302
| +5% | +$49.2K | 0.55% | 27 |
|
|
2021
Q4 | $656K | Buy |
5,591
+368
| +7% | +$43.2K | 0.41% | 34 |
|
|
2021
Q3 | $530K | Buy |
5,223
+2,264
| +77% | +$230K | 0.38% | 34 |
|
|
2021
Q2 | $310K | Buy |
2,959
+33
| +1% | +$3.46K | 0.23% | 61 |
|
|
2021
Q1 | $303K | Buy |
2,926
+295
| +11% | +$30.5K | 0.25% | 54 |
|
|
2020
Q4 | $222K | Buy |
+2,631
| New | +$222K | 0.2% | 63 |
|