SPC
Spirepoint Private Client’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Sell |
58,523
-206
| -0.4% | -$29.5K | 0.95% | 31 |
|
|
2025
Q1 | $9.82M | Buy |
58,729
+6,202
| +12% | +$1.04M | 1.28% | 20 |
|
|
2024
Q4 | $7.61M | Buy |
52,527
+4,086
| +8% | +$592K | 0.95% | 28 |
|
|
2024
Q3 | $7.13M | Buy |
48,441
+4,638
| +11% | +$683K | 0.94% | 30 |
|
|
2024
Q2 | $6.85M | Buy |
43,803
+3,201
| +8% | +$501K | 0.97% | 23 |
|
|
2024
Q1 | $6.4M | Buy |
+40,602
| New | +$6.4M | 0.98% | 23 |
|