Solstein Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
2,271
+70
| +3% | +$10K | 0.17% | 89 |
|
|
2025
Q1 | $368K | Hold |
2,201
| – | – | 0.21% | 71 |
|
|
2024
Q4 | $319K | Hold |
2,201
| – | – | 0.18% | 74 |
|
|
2024
Q3 | $324K | Hold |
2,201
| – | – | 0.17% | 82 |
|
|
2024
Q2 | $344K | Hold |
2,201
| – | – | 0.22% | 71 |
|
|
2024
Q1 | $347K | Sell |
2,201
-39
| -2% | -$6.15K | 0.24% | 72 |
|
|
2023
Q4 | $334K | Hold |
2,240
| – | – | 0.25% | 70 |
|
|
2023
Q3 | $378K | Hold |
2,240
| – | – | 0.32% | 63 |
|
|
2023
Q2 | $352K | Buy |
2,240
+72
| +3% | +$11.3K | 0.29% | 67 |
|
|
2023
Q1 | $354K | Hold |
2,168
| – | – | 0.31% | 65 |
|
|
2022
Q4 | $389K | Hold |
2,168
| – | – | 0.33% | 66 |
|
|
2022
Q3 | $311K | Sell |
2,168
-500
| -19% | -$71.7K | 0.27% | 65 |
|
|
2022
Q2 | $386K | Buy |
2,668
+130
| +5% | +$18.8K | 0.3% | 72 |
|
|
2022
Q1 | $413K | Hold |
2,538
| – | – | 0.27% | 81 |
|
|
2021
Q4 | $298K | Hold |
2,538
| – | – | 0.18% | 109 |
|
|
2021
Q3 | $257K | Buy |
2,538
+885
| +54% | +$89.6K | 0.15% | 114 |
|
|
2021
Q2 | $173K | Buy |
1,653
+115
| +7% | +$12K | 0.21% | 112 |
|
|
2021
Q1 | $161K | Buy |
+1,538
| New | +$161K | 0.22% | 119 |
|
|
2020
Q4 | – | Sell |
-1,718
| Closed | -$124K | – | 114 |
|
|
2020
Q3 | $124K | Hold |
1,718
| – | – | 0.28% | 80 |
|
|
2020
Q2 | $153K | Buy |
1,718
+1,180
| +219% | +$105K | 0.36% | 62 |
|
|
2020
Q1 | $39K | Sell |
538
-3,139
| -85% | -$228K | 0.15% | 91 |
|
|
2019
Q4 | $443K | Buy |
+3,677
| New | +$443K | 0.89% | 29 |
|