Steph & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
5,015
-51
| -1% | -$7.3K | 0.23% | 43 |
|
|
2025
Q1 | $847K | Sell |
5,066
-313
| -6% | -$52.4K | 0.3% | 33 |
|
|
2024
Q4 | $779K | Sell |
5,379
-213
| -4% | -$30.9K | 0.26% | 34 |
|
|
2024
Q3 | $824K | Buy |
5,592
+53
| +1% | +$7.81K | 0.26% | 34 |
|
|
2024
Q2 | $866K | Sell |
5,539
-238
| -4% | -$37.2K | 0.3% | 32 |
|
|
2024
Q1 | $911K | Buy |
5,777
+922
| +19% | +$145K | 0.31% | 32 |
|
|
2023
Q4 | $724K | Sell |
4,855
-357
| -7% | -$53.3K | 0.36% | 33 |
|
|
2023
Q3 | $879K | Buy |
5,212
+267
| +5% | +$45K | 0.49% | 30 |
|
|
2023
Q2 | $778K | Buy |
4,945
+2
| +0% | +$315 | 0.43% | 34 |
|
|
2023
Q1 | $807K | Buy |
4,943
+295
| +6% | +$48.1K | 0.5% | 29 |
|
|
2022
Q4 | $834K | Buy |
4,648
+386
| +9% | +$69.3K | 0.53% | 29 |
|
|
2022
Q3 | $612K | Sell |
4,262
-757
| -15% | -$109K | 0.43% | 35 |
|
|
2022
Q2 | $727K | Buy |
5,019
+1,231
| +32% | +$178K | 0.44% | 31 |
|
|
2022
Q1 | $617K | Sell |
3,788
-270
| -7% | -$44K | 0.37% | 32 |
|
|
2021
Q4 | $476K | Buy |
4,058
+439
| +12% | +$51.5K | 0.28% | 43 |
|
|
2021
Q3 | $367K | Buy |
3,619
+365
| +11% | +$37K | 0.23% | 50 |
|
|
2021
Q2 | $341K | Buy |
3,254
+780
| +32% | +$81.7K | 0.22% | 52 |
|
|
2021
Q1 | $259K | Buy |
2,474
+532
| +27% | +$55.7K | 0.18% | 70 |
|
|
2020
Q4 | $164K | Buy |
1,942
+488
| +34% | +$41.2K | 0.13% | 103 |
|
|
2020
Q3 | $105K | Sell |
1,454
-948
| -39% | -$68.5K | 0.1% | 118 |
|
|
2020
Q2 | $214K | Sell |
2,402
-659
| -22% | -$58.7K | 0.21% | 46 |
|
|
2020
Q1 | $222K | Sell |
3,061
-212
| -6% | -$15.4K | 0.25% | 46 |
|
|
2019
Q4 | $394K | Buy |
+3,273
| New | +$394K | 0.34% | 44 |
|