Shorepoint Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.18M | Buy |
54,903
+1,183
| +2% | +$198K | 2.08% | 11 |
|
|
2024
Q4 | $7.78M | Buy |
53,720
+809
| +2% | +$117K | 1.78% | 13 |
|
|
2024
Q3 | $7.79M | Buy |
52,911
+1,543
| +3% | +$227K | 1.77% | 15 |
|
|
2024
Q2 | $8.04M | Buy |
51,368
+888
| +2% | +$139K | 1.89% | 13 |
|
|
2024
Q1 | $7.96M | Buy |
50,480
+722
| +1% | +$114K | 1.95% | 12 |
|
|
2023
Q4 | $7.42M | Buy |
49,758
+1,854
| +4% | +$277K | 1.99% | 11 |
|
|
2023
Q3 | $8.08M | Buy |
47,904
+306
| +0.6% | +$51.6K | 2.37% | 7 |
|
|
2023
Q2 | $7.49M | Buy |
47,598
+1,814
| +4% | +$285K | 2.11% | 14 |
|
|
2023
Q1 | $7.47M | Buy |
45,784
+859
| +2% | +$140K | 2.14% | 10 |
|
|
2022
Q4 | $8.06M | Buy |
44,925
+19,370
| +76% | +$3.48M | 2.24% | 8 |
|
|
2022
Q3 | $3.67M | Buy |
25,555
+517
| +2% | +$74.3K | 1.75% | 22 |
|
|
2022
Q2 | $3.63M | Sell |
25,038
-581
| -2% | -$84.1K | 1.53% | 25 |
|
|
2022
Q1 | $4.17M | Sell |
25,619
-691
| -3% | -$113K | 1.74% | 21 |
|
|
2021
Q4 | $3.09M | Buy |
26,310
+141
| +0.5% | +$16.5K | 1.25% | 36 |
|
|
2021
Q3 | $2.66M | Buy |
+26,169
| New | +$2.66M | 1.19% | 38 |
|
|
2021
Q1 | $2.38M | Sell |
22,686
-1,791
| -7% | -$188K | 1.27% | 35 |
|
|
2020
Q4 | $2.07M | Buy |
24,477
+1,743
| +8% | +$147K | 1.15% | 36 |
|
|
2020
Q3 | $1.64M | Buy |
22,734
+594
| +3% | +$42.8K | 1.02% | 41 |
|
|
2020
Q2 | $1.98M | Buy |
22,140
+5,593
| +34% | +$499K | 1.29% | 34 |
|
|
2020
Q1 | $1.2M | Buy |
16,547
+12,914
| +355% | +$936K | 0.96% | 40 |
|
|
2019
Q4 | $438K | Sell |
3,633
-566
| -13% | -$68.2K | 0.25% | 73 |
|
|
2019
Q3 | $498K | Hold |
4,199
| – | – | 0.29% | 71 |
|
|
2019
Q2 | $523K | Sell |
4,199
-615
| -13% | -$76.6K | 0.3% | 75 |
|
|
2019
Q1 | $593K | Buy |
+4,814
| New | +$593K | 0.34% | 71 |
|