Sharp Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
3,583
-640
| -15% | -$91.6K | 0.33% | 41 |
|
|
2025
Q1 | $706K | Sell |
4,223
-1,643
| -28% | -$275K | 0.54% | 28 |
|
|
2024
Q4 | $850K | Sell |
5,866
-1,036
| -15% | -$150K | 0.64% | 28 |
|
|
2024
Q3 | $1.02M | Buy |
6,902
+613
| +10% | +$90.3K | 0.78% | 24 |
|
|
2024
Q2 | $984K | Sell |
6,289
-422
| -6% | -$66K | 0.84% | 22 |
|
|
2024
Q1 | $1.06M | Sell |
6,711
-1,481
| -18% | -$234K | 0.98% | 18 |
|
|
2023
Q4 | $1.22M | Buy |
+8,192
| New | +$1.22M | 1.33% | 17 |
|