Silver Oak Securities’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
8,060
-26
| -0.3% | -$3.72K | 0.09% | 226 |
|
|
2025
Q1 | $1.34M | Buy |
8,086
+416
| +5% | +$69.1K | 0.12% | 184 |
|
|
2024
Q4 | $1.1M | Sell |
7,670
-173
| -2% | -$24.8K | 0.1% | 211 |
|
|
2024
Q3 | $1.14M | Buy |
7,843
+523
| +7% | +$76.1K | 0.12% | 183 |
|
|
2024
Q2 | $1.14M | Sell |
7,320
-16
| -0.2% | -$2.5K | 0.17% | 125 |
|
|
2024
Q1 | $1.16M | Sell |
7,336
-1,293
| -15% | -$204K | 0.18% | 125 |
|
|
2023
Q4 | $1.29M | Buy |
8,629
+4,043
| +88% | +$603K | 0.17% | 139 |
|
|
2023
Q3 | $773K | Sell |
4,586
-2,383
| -34% | -$402K | 0.17% | 115 |
|
|
2023
Q2 | $1.1M | Buy |
6,969
+294
| +4% | +$46.3K | 0.18% | 113 |
|
|
2023
Q1 | $1.09M | Sell |
6,675
-466
| -7% | -$76K | 0.18% | 105 |
|
|
2022
Q4 | $1.28M | Buy |
7,141
+2,555
| +56% | +$459K | 0.24% | 78 |
|
|
2022
Q3 | $773K | Sell |
4,586
-1,495
| -25% | -$252K | 0.17% | 115 |
|
|
2022
Q2 | $881K | Buy |
6,081
+480
| +9% | +$69.5K | 0.2% | 88 |
|
|
2022
Q1 | $947K | Buy |
+5,601
| New | +$947K | 0.19% | 113 |
|