Stratos 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 | $2.31M | Sell |
16,160
-25,464
| -61% | -$3.65M | 0.11% | 128 |
|
2025
Q1 | $6.96M | Buy |
41,624
+11,288
| +37% | +$1.89M | 0.37% | 60 |
|
2024
Q4 | $4.39M | Sell |
30,336
-3,001
| -9% | -$435K | 0.26% | 75 |
|
2024
Q3 | $4.91M | Buy |
33,337
+4,443
| +15% | +$654K | 0.34% | 69 |
|
2024
Q2 | $4.52M | Buy |
28,894
+4,326
| +18% | +$677K | 0.37% | 70 |
|
2024
Q1 | $3.88M | Sell |
24,568
-9,008
| -27% | -$1.42M | 0.38% | 69 |
|
2023
Q4 | $5.01M | Buy |
33,576
+2,658
| +9% | +$396K | 0.59% | 52 |
|
2023
Q3 | $5.21M | Buy |
30,918
+5,499
| +22% | +$927K | 0.78% | 39 |
|
2023
Q2 | $4M | Buy |
25,419
+1,127
| +5% | +$177K | 0.61% | 46 |
|
2023
Q1 | $3.96M | Buy |
24,292
+451
| +2% | +$73.6K | 0.67% | 46 |
|
2022
Q4 | $4.28M | Sell |
23,841
-1,089
| -4% | -$195K | 0.76% | 43 |
|
2022
Q3 | $3.58M | Sell |
24,930
-4,719
| -16% | -$678K | 0.72% | 43 |
|
2022
Q2 | $4.29M | Sell |
29,649
-1,139
| -4% | -$165K | 0.81% | 41 |
|
2022
Q1 | $5.01M | Sell |
30,788
-2,394
| -7% | -$390K | 0.83% | 40 |
|
2021
Q4 | $3.89M | Buy |
33,182
+100
| +0.3% | +$11.7K | 0.61% | 50 |
|
2021
Q3 | $3.36M | Buy |
33,082
+7,506
| +29% | +$761K | 0.58% | 53 |
|
2021
Q2 | $2.68M | Buy |
25,576
+1,827
| +8% | +$191K | 0.74% | 46 |
|
2021
Q1 | $2.49M | Sell |
23,749
-3,889
| -14% | -$408K | 0.79% | 41 |
|
2020
Q4 | $2.33M | Buy |
27,638
+5,091
| +23% | +$430K | 0.73% | 46 |
|
2020
Q3 | $1.62M | Buy |
22,547
+6,792
| +43% | +$489K | 0.59% | 51 |
|
2020
Q2 | $1.41M | Buy |
15,755
+5,222
| +50% | +$466K | 0.59% | 50 |
|
2020
Q1 | $763K | Buy |
10,533
+3,491
| +50% | +$253K | 0.41% | 61 |
|
2019
Q4 | $849K | Buy |
7,042
+711
| +11% | +$85.7K | 0.39% | 54 |
|
2019
Q3 | $751K | Buy |
6,331
+656
| +12% | +$77.8K | 0.43% | 51 |
|
2019
Q2 | $706K | Buy |
+5,675
| New | +$706K | 0.45% | 50 |
|