Sovereign Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
2,595
-300
| -10% | -$43K | 0.08% | 219 |
|
|
2025
Q1 | $484K | Buy |
2,895
+207
| +8% | +$34.6K | 0.11% | 166 |
|
|
2024
Q4 | $389K | Sell |
2,688
-496
| -16% | -$71.8K | 0.09% | 202 |
|
|
2024
Q3 | $469K | Sell |
3,184
-151
| -5% | -$22.2K | 0.11% | 170 |
|
|
2024
Q2 | $522K | Buy |
3,335
+32
| +1% | +$5.01K | 0.13% | 143 |
|
|
2024
Q1 | $521K | Buy |
3,303
+127
| +4% | +$20K | 0.14% | 148 |
|
|
2023
Q4 | $474K | Sell |
3,176
-734
| -19% | -$109K | 0.14% | 145 |
|
|
2023
Q3 | $659K | Sell |
3,910
-613
| -14% | -$103K | 0.23% | 92 |
|
|
2023
Q2 | $712K | Buy |
4,523
+561
| +14% | +$88.3K | 0.23% | 103 |
|
|
2023
Q1 | $646K | Buy |
3,962
+9
| +0.2% | +$1.47K | 0.24% | 104 |
|
|
2022
Q4 | $710K | Buy |
3,953
+1,455
| +58% | +$261K | 0.28% | 92 |
|
|
2022
Q3 | $359K | Sell |
2,498
-6
| -0.2% | -$862 | 0.15% | 134 |
|
|
2022
Q2 | $363K | Buy |
2,504
+92
| +4% | +$13.3K | 0.14% | 136 |
|
|
2022
Q1 | $393K | Buy |
2,412
+283
| +13% | +$46.1K | 0.15% | 144 |
|
|
2021
Q4 | $250K | Buy |
+2,129
| New | +$250K | 0.1% | 174 |
|
|
2021
Q3 | – | Sell |
-2,053
| Closed | -$215K | – | 176 |
|
|
2021
Q2 | $215K | Hold |
2,053
| – | – | 0.13% | 153 |
|
|
2021
Q1 | $215K | Buy |
+2,053
| New | +$215K | 0.13% | 154 |
|