Sunburst Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $299K | Sell |
1,803
-12
| -0.7% | -$2.23K | 0.05% | 109 |
|
|
2026
Q1 | $375K | Buy |
1,815
+11
| +0.6% | +$2.01K | 0.07% | 93 |
|
|
2025
Q4 | $275K | Sell |
1,804
-53
| -3% | -$8.07K | 0.06% | 101 |
|
|
2025
Q3 | $288K | Sell |
1,857
-216
| -10% | -$33.5K | 0.06% | 100 |
|
|
2025
Q2 | $297K | Sell |
2,073
-6
| -0.3% | -$846 | 0.07% | 97 |
|
|
2025
Q1 | $348K | Sell |
2,079
-30
| -1% | -$4.7K | 0.09% | 77 |
|
|
2024
Q4 | $305K | Buy |
2,109
+202
| +11% | +$30.9K | 0.08% | 82 |
|
|
2024
Q3 | $281K | Buy |
1,907
+13
| +0.7% | +$1.94K | 0.07% | 95 |
|
|
2024
Q2 | $296K | Sell |
1,894
-76
| -4% | -$12.1K | 0.08% | 87 |
|
|
2024
Q1 | $313K | Sell |
1,970
-712
| -27% | -$107K | 0.09% | 86 |
|
|
2023
Q4 | $400K | Buy |
2,682
+761
| +40% | +$115K | 0.12% | 74 |
|
|
2023
Q3 | $324K | Sell |
1,921
-108
| -5% | -$17.4K | 0.11% | 72 |
|
|
2023
Q2 | $319K | Buy |
2,029
+133
| +7% | +$21.3K | 0.11% | 74 |
|
|
2023
Q1 | $309K | Buy |
1,896
+3
| +0.2% | +$503 | 0.11% | 74 |
|
|
2022
Q4 | $340K | Sell |
1,893
-122
| -6% | -$21.3K | 0.14% | 71 |
|
|
2022
Q3 | $289K | Buy |
2,015
+70
| +4% | +$10.7K | 0.14% | 69 |
|
|
2022
Q2 | $282K | Sell |
1,945
-31
| -2% | -$5.12K | 0.14% | 73 |
|
|
2022
Q1 | $322K | Sell |
1,976
-112
| -5% | -$16.1K | 0.16% | 60 |
|
|
2021
Q4 | $245K | Sell |
2,088
-236
| -10% | -$26.8K | 0.12% | 64 |
|
|
2021
Q3 | $236K | Hold |
2,324
| – | – | 0.15% | 55 |
|
|
2021
Q2 | $243K | Sell |
2,324
-63
| -3% | -$6.65K | 0.15% | 55 |
|
|
2021
Q1 | $250K | Sell |
2,387
-25
| -1% | -$2.44K | 0.17% | 53 |
|
|
2020
Q4 | $204K | Buy |
+2,412
| New | +$195K | 0.15% | 59 |
|
|
2020
Q3 | – | Sell |
-2,499
| Closed | -$223K | – | 58 |
|
|
2020
Q2 | $223K | Buy |
+2,499
| New | +$224K | 0.2% | 51 |
|
|
2020
Q1 | – | Sell |
-3,987
| Closed | -$480K | – | 56 |
|
|
2019
Q4 | $480K | Buy |
+3,987
| New | +$470K | 0.42% | 33 |
|
Other funds holding CVX
DC
CIM
CNB
DLA
P
ORIO
PL