Sweeney & Michel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
5,424
+408
| +8% | +$63.4K | 0.3% | 58 |
|
|
2025
Q1 | $687K | Buy |
+5,016
| New | +$687K | 0.3% | 58 |
|
|
2024
Q3 | $680K | Buy |
4,508
+1,001
| +29% | +$151K | 0.27% | 62 |
|
|
2024
Q2 | $537K | Buy |
3,507
+35
| +1% | +$5.36K | 0.23% | 63 |
|
|
2024
Q1 | $568K | Buy |
+3,472
| New | +$568K | 0.25% | 63 |
|
|
2023
Q3 | $525K | Sell |
3,686
-9
| -0.2% | -$1.28K | 0.28% | 64 |
|
|
2023
Q2 | $590K | Sell |
3,695
-462
| -11% | -$73.8K | 0.3% | 54 |
|
|
2023
Q1 | $648K | Buy |
+4,157
| New | +$648K | 0.35% | 50 |
|