Strategic Investment Solutions’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
2,343
-1,235
| -35% | -$177K | 0.1% | 100 |
|
|
2025
Q1 | $599K | Buy |
3,578
+318
| +10% | +$53.2K | 0.17% | 64 |
|
|
2024
Q4 | $477K | Buy |
3,260
+15
| +0.5% | +$2.19K | 0.16% | 70 |
|
|
2024
Q3 | $478K | Buy |
3,245
+108
| +3% | +$15.9K | 0.14% | 72 |
|
|
2024
Q2 | $387K | Buy |
+3,137
| New | +$387K | 0.13% | 72 |
|
|
2023
Q4 | $490K | Sell |
3,284
-138,850
| -98% | -$20.7M | 0.09% | 111 |
|
|
2023
Q3 | $23M | Buy |
142,134
+140,038
| +6,681% | +$22.6M | 0.28% | 55 |
|
|
2023
Q2 | $319K | Sell |
2,096
-866
| -29% | -$132K | 0.07% | 98 |
|
|
2023
Q1 | $483K | Buy |
2,962
+7
| +0.2% | +$1.14K | 0.09% | 110 |
|
|
2022
Q4 | $500K | Buy |
+2,955
| New | +$500K | 0.25% | 54 |
|