Standard Family Office’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-378
| Closed | -$54.8K | – | 34 |
|
2024
Q4 | $54.8K | Sell |
378
-504
| -57% | -$73K | 0.07% | 29 |
|
2024
Q3 | $130K | Hold |
882
| – | – | 0.16% | 20 |
|
2024
Q2 | $138K | Hold |
882
| – | – | 0.18% | 17 |
|
2024
Q1 | $139K | Buy |
+882
| New | +$139K | 0.19% | 17 |
|
2022
Q4 | – | Sell |
-900
| Closed | -$129K | – | 110 |
|
2022
Q3 | $129K | Buy |
+900
| New | +$129K | 0.06% | 61 |
|
2021
Q3 | – | Sell |
-2,085
| Closed | -$218K | – | 181 |
|
2021
Q2 | $218K | Hold |
2,085
| – | – | 0.05% | 142 |
|
2021
Q1 | $218K | Sell |
2,085
-400
| -16% | -$41.8K | 0.05% | 115 |
|
2020
Q4 | $210K | Buy |
+2,485
| New | +$210K | 0.05% | 120 |
|