Sterling Financial Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
2,127
+100
| +5% | +$14.3K | 0.1% | 87 |
|
|
2025
Q1 | $339K | Buy |
2,027
+161
| +9% | +$26.9K | 0.12% | 80 |
|
|
2024
Q4 | $270K | Buy |
1,866
+262
| +16% | +$37.9K | 0.1% | 91 |
|
|
2024
Q3 | $236K | Hold |
1,604
| – | – | 0.09% | 101 |
|
|
2024
Q2 | $251K | Hold |
1,604
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $253K | Sell |
1,604
-8
| -0.5% | -$1.26K | 0.1% | 96 |
|
|
2023
Q4 | $240K | Hold |
1,612
| – | – | 0.1% | 93 |
|
|
2023
Q3 | $272K | Hold |
1,612
| – | – | 0.14% | 81 |
|
|
2023
Q2 | $254K | Sell |
1,612
-252
| -14% | -$39.6K | 0.13% | 83 |
|
|
2023
Q1 | $304K | Hold |
1,864
| – | – | 0.17% | 76 |
|
|
2022
Q4 | $335K | Sell |
1,864
-54
| -3% | -$9.69K | 0.2% | 73 |
|
|
2022
Q3 | $276K | Hold |
1,918
| – | – | 0.19% | 73 |
|
|
2022
Q2 | $278K | Sell |
1,918
-100
| -5% | -$14.5K | 0.2% | 73 |
|
|
2022
Q1 | $329K | Hold |
2,018
| – | – | 0.21% | 69 |
|
|
2021
Q4 | $237K | Buy |
2,018
+148
| +8% | +$17.4K | 0.15% | 85 |
|
|
2021
Q3 | $190K | Hold |
1,870
| – | – | 0.12% | 88 |
|
|
2021
Q2 | $196K | Sell |
1,870
-385
| -17% | -$40.4K | 0.13% | 86 |
|
|
2021
Q1 | $236K | Buy |
2,255
+75
| +3% | +$7.85K | 0.17% | 71 |
|
|
2020
Q4 | $184K | Buy |
+2,180
| New | +$184K | 0.15% | 76 |
|