Stonebrook Private’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
3,396
-92
| -3% | -$13.2K | 0.11% | 130 |
|
|
2025
Q1 | $584K | Buy |
3,488
+205
| +6% | +$34.3K | 0.15% | 114 |
|
|
2024
Q4 | $475K | Buy |
3,283
+45
| +1% | +$6.52K | 0.12% | 117 |
|
|
2024
Q3 | $477K | Sell |
3,238
-447
| -12% | -$65.8K | 0.13% | 120 |
|
|
2024
Q2 | $576K | Sell |
3,685
-1,615
| -30% | -$253K | 0.17% | 106 |
|
|
2024
Q1 | $836K | Sell |
5,300
-51
| -1% | -$8.04K | 0.24% | 82 |
|
|
2023
Q4 | $798K | Buy |
+5,351
| New | +$798K | 0.27% | 74 |
|