Sutton Place Investors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
1,604
-53
-3% -$7.59K 0.14% 110
2025
Q1
$277K Sell
1,657
-2,774
-63% -$464K 0.19% 89
2024
Q4
$642K Buy
4,431
+106
+2% +$15.4K 0.37% 66
2024
Q3
$637K Buy
4,325
+76
+2% +$11.2K 0.39% 61
2024
Q2
$665K Sell
4,249
-12,255
-74% -$1.92M 0.44% 55
2024
Q1
$2.6M Buy
16,504
+3,799
+30% +$599K 1.29% 19
2023
Q4
$1.9M Buy
+12,705
New +$1.9M 1.37% 19