Seamount Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
12,981
+6,345
| +96% | +$909K | 0.96% | 31 |
|
|
2025
Q1 | $1.11M | Buy |
6,636
+110
| +2% | +$18.4K | 0.76% | 35 |
|
|
2024
Q4 | $945K | Buy |
6,526
+101
| +2% | +$14.6K | 0.65% | 39 |
|
|
2024
Q3 | $946K | Buy |
6,425
+115
| +2% | +$16.9K | 0.71% | 36 |
|
|
2024
Q2 | $987K | Buy |
6,310
+457
| +8% | +$71.5K | 0.81% | 32 |
|
|
2024
Q1 | $923K | Sell |
5,853
-60
| -1% | -$9.47K | 0.81% | 31 |
|
|
2023
Q4 | $882K | Buy |
+5,913
| New | +$882K | 0.84% | 32 |
|