Solitude 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 | $3.63M | Buy |
25,325
+1,913
| +8% | +$274K | 1.31% | 14 |
|
|
2025
Q1 | $3.92M | Buy |
23,412
+1,034
| +5% | +$173K | 1.52% | 13 |
|
|
2024
Q4 | $3.24M | Buy |
22,378
+2,213
| +11% | +$321K | 1.42% | 12 |
|
|
2024
Q3 | $2.97M | Buy |
20,165
+5,968
| +42% | +$879K | 1.27% | 12 |
|
|
2024
Q2 | $2.22M | Buy |
14,197
+3,687
| +35% | +$577K | 1.03% | 13 |
|
|
2024
Q1 | $1.66M | Buy |
10,510
+1,668
| +19% | +$263K | 0.76% | 17 |
|
|
2023
Q4 | $1.32M | Buy |
8,842
+1,242
| +16% | +$185K | 0.72% | 26 |
|
|
2023
Q3 | $1.28M | Sell |
7,600
-970
| -11% | -$164K | 0.72% | 28 |
|
|
2023
Q2 | $1.35M | Buy |
8,570
+493
| +6% | +$77.6K | 0.76% | 25 |
|
|
2023
Q1 | $1.32M | Buy |
8,077
+91
| +1% | +$14.8K | 0.85% | 25 |
|
|
2022
Q4 | $1.43M | Sell |
7,986
-70
| -0.9% | -$12.6K | 0.98% | 22 |
|
|
2022
Q3 | $1.16M | Buy |
8,056
+170
| +2% | +$24.4K | 0.85% | 27 |
|
|
2022
Q2 | $1.14M | Buy |
7,886
+465
| +6% | +$67.3K | 0.8% | 28 |
|
|
2022
Q1 | $1.21M | Sell |
7,421
-5,666
| -43% | -$922K | 0.76% | 22 |
|
|
2021
Q4 | $1.54M | Sell |
13,087
-3,091
| -19% | -$363K | 1.02% | 22 |
|
|
2021
Q3 | $1.64M | Buy |
16,178
+662
| +4% | +$67.1K | 1.13% | 21 |
|
|
2021
Q2 | $1.63M | Buy |
15,516
+495
| +3% | +$51.8K | 1.18% | 24 |
|
|
2021
Q1 | $1.57M | Sell |
15,021
-245
| -2% | -$25.7K | 1.27% | 22 |
|
|
2020
Q4 | $1.29M | Buy |
+15,266
| New | +$1.29M | 1.13% | 23 |
|