Sunburst Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
2,073
-6
| -0.3% | -$859 | 0.07% | 97 |
|
|
2025
Q1 | $348K | Sell |
2,079
-30
| -1% | -$5.02K | 0.09% | 77 |
|
|
2024
Q4 | $305K | Buy |
2,109
+202
| +11% | +$29.3K | 0.08% | 82 |
|
|
2024
Q3 | $281K | Buy |
1,907
+13
| +0.7% | +$1.92K | 0.07% | 95 |
|
|
2024
Q2 | $296K | Sell |
1,894
-76
| -4% | -$11.9K | 0.08% | 87 |
|
|
2024
Q1 | $313K | Sell |
1,970
-712
| -27% | -$113K | 0.09% | 86 |
|
|
2023
Q4 | $400K | Buy |
2,682
+761
| +40% | +$113K | 0.12% | 74 |
|
|
2023
Q3 | $324K | Sell |
1,921
-108
| -5% | -$18.2K | 0.11% | 72 |
|
|
2023
Q2 | $319K | Buy |
2,029
+133
| +7% | +$20.9K | 0.11% | 74 |
|
|
2023
Q1 | $309K | Buy |
1,896
+3
| +0.2% | +$489 | 0.11% | 74 |
|
|
2022
Q4 | $340K | Sell |
1,893
-122
| -6% | -$21.9K | 0.14% | 71 |
|
|
2022
Q3 | $289K | Buy |
2,015
+70
| +4% | +$10K | 0.14% | 69 |
|
|
2022
Q2 | $282K | Sell |
1,945
-31
| -2% | -$4.5K | 0.14% | 73 |
|
|
2022
Q1 | $322K | Sell |
1,976
-112
| -5% | -$18.3K | 0.16% | 60 |
|
|
2021
Q4 | $245K | Sell |
2,088
-236
| -10% | -$27.7K | 0.12% | 64 |
|
|
2021
Q3 | $236K | Hold |
2,324
| – | – | 0.15% | 55 |
|
|
2021
Q2 | $243K | Sell |
2,324
-63
| -3% | -$6.59K | 0.15% | 55 |
|
|
2021
Q1 | $250K | Sell |
2,387
-25
| -1% | -$2.62K | 0.17% | 53 |
|
|
2020
Q4 | $204K | Buy |
+2,412
| New | +$204K | 0.15% | 59 |
|
|
2020
Q3 | – | Sell |
-2,499
| Closed | -$223K | – | 58 |
|
|
2020
Q2 | $223K | Buy |
+2,499
| New | +$223K | 0.2% | 51 |
|
|
2020
Q1 | – | Sell |
-3,987
| Closed | -$480K | – | 56 |
|
|
2019
Q4 | $480K | Buy |
+3,987
| New | +$480K | 0.42% | 33 |
|