SIM
Studio Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
20,317
+4
| +0% | +$573 | 0.58% | 39 |
|
|
2025
Q1 | $3.4M | Buy |
20,313
+23
| +0.1% | +$3.85K | 0.7% | 36 |
|
|
2024
Q4 | $2.94M | Sell |
20,290
-196
| -1% | -$28.4K | 0.62% | 44 |
|
|
2024
Q3 | $3.02M | Buy |
20,486
+184
| +0.9% | +$27.1K | 0.63% | 44 |
|
|
2024
Q2 | $3.18M | Sell |
20,302
-574
| -3% | -$89.8K | 0.72% | 42 |
|
|
2024
Q1 | $3.29M | Sell |
20,876
-367
| -2% | -$57.9K | 0.78% | 41 |
|
|
2023
Q4 | $3.17M | Buy |
21,243
+1,128
| +6% | +$168K | 0.81% | 40 |
|
|
2023
Q3 | $3.39M | Buy |
20,115
+2,370
| +13% | +$400K | 0.95% | 33 |
|
|
2023
Q2 | $2.79M | Buy |
17,745
+1,712
| +11% | +$269K | 0.78% | 36 |
|
|
2023
Q1 | $2.62M | Sell |
16,033
-816
| -5% | -$133K | 0.79% | 37 |
|
|
2022
Q4 | $3.02M | Sell |
16,849
-321
| -2% | -$57.6K | 0.98% | 33 |
|
|
2022
Q3 | $2.47M | Buy |
17,170
+515
| +3% | +$74K | 0.89% | 30 |
|
|
2022
Q2 | $2.41M | Sell |
16,655
-425
| -2% | -$61.5K | 0.84% | 33 |
|
|
2022
Q1 | $2.78M | Sell |
17,080
-85
| -0.5% | -$13.8K | 0.92% | 30 |
|
|
2021
Q4 | $2.01M | Buy |
17,165
+610
| +4% | +$71.6K | 0.73% | 51 |
|
|
2021
Q3 | $1.68M | Buy |
+16,555
| New | +$1.68M | 0.72% | 45 |
|