STAR Financial Bank’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
2,980
-443
| -13% | -$63.4K | 0.27% | 70 |
|
|
2025
Q1 | $573K | Sell |
3,423
-434
| -11% | -$72.6K | 0.42% | 57 |
|
|
2024
Q4 | $559K | Sell |
3,857
-1,374
| -26% | -$199K | 0.4% | 54 |
|
|
2024
Q3 | $770K | Sell |
5,231
-1,108
| -17% | -$163K | 0.52% | 49 |
|
|
2024
Q2 | $992K | Buy |
6,339
+129
| +2% | +$20.2K | 0.76% | 39 |
|
|
2024
Q1 | $980K | Sell |
6,210
-65
| -1% | -$10.3K | 0.84% | 30 |
|
|
2023
Q4 | $936K | Sell |
6,275
-89
| -1% | -$13.3K | 0.85% | 33 |
|
|
2023
Q3 | $1.07M | Sell |
6,364
-563
| -8% | -$94.9K | 1.1% | 25 |
|
|
2023
Q2 | $1.09M | Buy |
6,927
+85
| +1% | +$13.4K | 1.02% | 26 |
|
|
2023
Q1 | $1.12M | Sell |
6,842
-124
| -2% | -$20.2K | 1.09% | 27 |
|
|
2022
Q4 | $1.25M | Buy |
+6,966
| New | +$1.25M | 1.24% | 23 |
|