Sierra Summit 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 | $222K | Sell |
1,550
-183
| -11% | -$26.2K | 0.04% | 172 |
|
|
2025
Q1 | $290K | Buy |
1,733
+23
| +1% | +$3.85K | 0.06% | 166 |
|
|
2024
Q4 | $248K | Sell |
1,710
-440
| -20% | -$63.7K | 0.05% | 143 |
|
|
2024
Q3 | $317K | Buy |
2,150
+311
| +17% | +$45.8K | 0.07% | 128 |
|
|
2024
Q2 | $288K | Buy |
1,839
+223
| +14% | +$34.9K | 0.07% | 134 |
|
|
2024
Q1 | $255K | Sell |
1,616
-787
| -33% | -$124K | 0.07% | 140 |
|
|
2023
Q4 | $358K | Buy |
+2,403
| New | +$358K | 0.1% | 111 |
|