Stablepoint 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 | $5.89M | Buy |
41,137
+1,091
| +3% | +$156K | 1% | 29 |
|
2025
Q1 | $6.7M | Buy |
40,046
+208
| +0.5% | +$34.8K | 1.21% | 16 |
|
2024
Q4 | $5.77M | Buy |
39,838
+631
| +2% | +$91.4K | 1.06% | 25 |
|
2024
Q3 | $5.77M | Buy |
39,207
+1,288
| +3% | +$190K | 1.05% | 24 |
|
2024
Q2 | $5.94M | Buy |
37,919
+1,916
| +5% | +$300K | 1.15% | 20 |
|
2024
Q1 | $5.68M | Buy |
36,003
+6,347
| +21% | +$1M | 1.15% | 20 |
|
2023
Q4 | $4.42M | Buy |
+29,656
| New | +$4.42M | 1.13% | 26 |
|