Stephenson & Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,198
| Closed | -$200K | – | 43 |
|
|
2025
Q1 | $200K | Buy |
+1,198
| New | +$200K | 0.13% | 39 |
|
|
2024
Q4 | – | Sell |
-1,360
| Closed | -$200K | – | 37 |
|
|
2024
Q3 | $200K | Hold |
1,360
| – | – | 0.14% | 39 |
|
|
2024
Q2 | $213K | Sell |
1,360
-92
| -6% | -$14.4K | 0.16% | 34 |
|
|
2024
Q1 | $229K | Sell |
1,452
-7
| -0.5% | -$1.1K | 0.17% | 35 |
|
|
2023
Q4 | $218K | Buy |
+1,459
| New | +$218K | 0.18% | 32 |
|