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