Sandy Cove 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 | $269K | Sell |
1,880
-410
| -18% | -$58.7K | 0.1% | 107 |
|
|
2025
Q1 | $383K | Sell |
2,290
-20
| -0.9% | -$3.35K | 0.15% | 82 |
|
|
2024
Q4 | $335K | Buy |
2,310
+39
| +2% | +$5.65K | 0.13% | 90 |
|
|
2024
Q3 | $334K | Buy |
2,271
+130
| +6% | +$19.1K | 0.14% | 85 |
|
|
2024
Q2 | $335K | Buy |
2,141
+20
| +0.9% | +$3.13K | 0.15% | 82 |
|
|
2024
Q1 | $335K | Sell |
2,121
-115
| -5% | -$18.1K | 0.15% | 83 |
|
|
2023
Q4 | $334K | Sell |
2,236
-531
| -19% | -$79.2K | 0.17% | 86 |
|
|
2023
Q3 | $467K | Buy |
2,767
+197
| +8% | +$33.2K | 0.27% | 61 |
|
|
2023
Q2 | $404K | Buy |
+2,570
| New | +$404K | 0.23% | 75 |
|
|
2022
Q2 | – | Sell |
-230
| Closed | -$37K | – | 138 |
|
|
2022
Q1 | $37K | Sell |
230
-770
| -77% | -$124K | 0.03% | 230 |
|
|
2021
Q4 | $117K | Buy |
+1,000
| New | +$117K | 0.1% | 107 |
|