Stiles Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
4,459
+147
| +3% | +$21.1K | 0.22% | 102 |
|
|
2025
Q1 | $722K | Sell |
4,312
-189
| -4% | -$31.6K | 0.28% | 90 |
|
|
2024
Q4 | $652K | Buy |
4,501
+155
| +4% | +$22.5K | 0.24% | 98 |
|
|
2024
Q3 | $640K | Sell |
4,346
-46
| -1% | -$6.78K | 0.23% | 95 |
|
|
2024
Q2 | $687K | Sell |
4,392
-178
| -4% | -$27.9K | 0.26% | 86 |
|
|
2024
Q1 | $721K | Buy |
4,570
+212
| +5% | +$33.5K | 0.29% | 84 |
|
|
2023
Q4 | $650K | Buy |
4,358
+7
| +0.2% | +$1.05K | 0.3% | 91 |
|
|
2023
Q3 | $734K | Buy |
4,351
+44
| +1% | +$7.42K | 0.38% | 79 |
|
|
2023
Q2 | $678K | Buy |
4,307
+56
| +1% | +$8.81K | 0.34% | 84 |
|
|
2023
Q1 | $694K | Sell |
4,251
-352
| -8% | -$57.4K | 0.37% | 80 |
|
|
2022
Q4 | $826K | Sell |
4,603
-179
| -4% | -$32.1K | 0.47% | 63 |
|
|
2022
Q3 | $687K | Sell |
4,782
-725
| -13% | -$104K | 0.42% | 69 |
|
|
2022
Q2 | $797K | Sell |
5,507
-162
| -3% | -$23.4K | 0.48% | 64 |
|
|
2022
Q1 | $916K | Buy |
5,669
+5
| +0.1% | +$808 | 0.46% | 63 |
|
|
2021
Q4 | $665K | Buy |
+5,664
| New | +$665K | 0.32% | 88 |
|