Southland Equity Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
17,896
-223
| -1% | -$31.9K | 0.56% | 40 |
|
|
2025
Q1 | $3.03M | Sell |
18,119
-41
| -0.2% | -$6.86K | 0.71% | 33 |
|
|
2024
Q4 | $2.63M | Buy |
18,160
+2,180
| +14% | +$316K | 0.61% | 36 |
|
|
2024
Q3 | $2.35M | Buy |
15,980
+3,619
| +29% | +$533K | 0.57% | 39 |
|
|
2024
Q2 | $1.93M | Buy |
12,361
+5,534
| +81% | +$866K | 0.55% | 37 |
|
|
2024
Q1 | $1.08M | Buy |
6,827
+1,188
| +21% | +$187K | 0.3% | 57 |
|
|
2023
Q4 | $841K | Buy |
5,639
+295
| +6% | +$44K | 0.26% | 64 |
|
|
2023
Q3 | $901K | Buy |
5,344
+234
| +5% | +$39.5K | 0.31% | 55 |
|
|
2023
Q2 | $804K | Buy |
5,110
+1,207
| +31% | +$190K | 0.27% | 58 |
|
|
2023
Q1 | $637K | Buy |
3,903
+253
| +7% | +$41.3K | 0.25% | 66 |
|
|
2022
Q4 | $655K | Buy |
3,650
+44
| +1% | +$7.9K | 0.25% | 60 |
|
|
2022
Q3 | $518K | Buy |
3,606
+9
| +0.3% | +$1.29K | 0.25% | 68 |
|
|
2022
Q2 | $521K | Buy |
3,597
+105
| +3% | +$15.2K | 0.24% | 76 |
|
|
2022
Q1 | $569K | Buy |
3,492
+291
| +9% | +$47.4K | 0.24% | 73 |
|
|
2021
Q4 | $376K | Sell |
3,201
-122
| -4% | -$14.3K | 0.15% | 101 |
|
|
2021
Q3 | $337K | Sell |
3,323
-101
| -3% | -$10.2K | 0.15% | 103 |
|
|
2021
Q2 | $359K | Buy |
3,424
+291
| +9% | +$30.5K | 0.17% | 93 |
|
|
2021
Q1 | $328K | Buy |
3,133
+386
| +14% | +$40.5K | 0.19% | 94 |
|
|
2020
Q4 | $232K | Buy |
+2,747
| New | +$232K | 0.16% | 106 |
|