Stone House Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
1,160
+114
| +11% | +$16.3K | 0.03% | 79 |
|
|
2025
Q1 | $175K | Buy |
+1,046
| New | +$175K | 0.04% | 65 |
|
|
2024
Q4 | – | Sell |
-860
| Closed | -$127K | – | 126 |
|
|
2024
Q3 | $127K | Hold |
860
| – | – | 0.03% | 67 |
|
|
2024
Q2 | $135K | Buy |
860
+297
| +53% | +$46.5K | 0.04% | 63 |
|
|
2024
Q1 | $88.9K | Sell |
563
-20
| -3% | -$3.16K | 0.02% | 88 |
|
|
2023
Q4 | $87K | Sell |
583
-64
| -10% | -$9.55K | 0.03% | 65 |
|
|
2023
Q3 | $109K | Buy |
647
+2
| +0.3% | +$337 | 0.04% | 53 |
|
|
2023
Q2 | $101K | Sell |
645
-198
| -23% | -$31.1K | 0.04% | 59 |
|
|
2023
Q1 | $138K | Buy |
+843
| New | +$138K | 0.05% | 49 |
|