Stephens Consulting’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.5K | Buy |
506
+43
| +9% | +$6.16K | 0.02% | 158 |
|
|
2025
Q1 | $77.5K | Hold |
463
| – | – | 0.02% | 151 |
|
|
2024
Q4 | $67.1K | Sell |
463
-32
| -6% | -$4.64K | 0.02% | 166 |
|
|
2024
Q3 | $72.9K | Sell |
495
-67
| -12% | -$9.87K | 0.02% | 155 |
|
|
2024
Q2 | $87.9K | Buy |
562
+107
| +24% | +$16.7K | 0.03% | 139 |
|
|
2024
Q1 | $71.8K | Hold |
455
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $67.9K | Hold |
455
| – | – | 0.02% | 150 |
|
|
2023
Q3 | $76.7K | Sell |
455
-21
| -4% | -$3.54K | 0.03% | 129 |
|
|
2023
Q2 | $74.9K | Sell |
476
-25
| -5% | -$3.93K | 0.03% | 128 |
|
|
2023
Q1 | $81.7K | Sell |
501
-17
| -3% | -$2.77K | 0.05% | 126 |
|
|
2022
Q4 | $93K | Sell |
518
-126
| -20% | -$22.6K | 0.06% | 110 |
|
|
2022
Q3 | $92.5K | Buy |
644
+32
| +5% | +$4.6K | 0.08% | 108 |
|
|
2022
Q2 | $88.6K | Hold |
612
| – | – | 0.07% | 113 |
|
|
2022
Q1 | $99.7K | Sell |
612
-52
| -8% | -$8.47K | 0.08% | 121 |
|
|
2021
Q4 | $77.9K | Buy |
+664
| New | +$77.9K | 0.06% | 155 |
|