Slocum, Gordon & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
1,500
-47
| -3% | -$6.73K | 0.17% | 54 |
|
|
2025
Q1 | $259K | Hold |
1,547
| – | – | 0.19% | 49 |
|
|
2024
Q4 | $224K | Hold |
1,547
| – | – | 0.18% | 51 |
|
|
2024
Q3 | $228K | Hold |
1,547
| – | – | 0.09% | 55 |
|
|
2024
Q2 | $242K | Hold |
1,547
| – | – | 0.18% | 48 |
|
|
2024
Q1 | $244K | Hold |
1,547
| – | – | 0.18% | 50 |
|
|
2023
Q4 | $231K | Buy |
1,547
+200
| +15% | +$29.8K | 0.2% | 48 |
|
|
2023
Q3 | $227K | Hold |
1,347
| – | – | 0.2% | 46 |
|
|
2023
Q2 | $212K | Hold |
1,347
| – | – | 0.15% | 48 |
|
|
2023
Q1 | $220K | Hold |
1,347
| – | – | 0.18% | 46 |
|
|
2022
Q4 | $242K | Buy |
+1,347
| New | +$242K | 0.16% | 46 |
|