Symphony Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Buy |
26,670
+21,146
| +383% | +$3.01M | 0.5% | 53 |
|
|
2025
Q1 | $736K | Sell |
5,524
-25,052
| -82% | -$3.34M | 0.44% | 47 |
|
|
2024
Q4 | $4.83M | Buy |
30,576
+1,940
| +7% | +$307K | 0.76% | 37 |
|
|
2024
Q3 | $4.2M | Buy |
28,636
+1,902
| +7% | +$279K | 0.69% | 39 |
|
|
2024
Q2 | $4.18M | Buy |
26,734
+4,739
| +22% | +$741K | 0.76% | 37 |
|
|
2024
Q1 | $3.47M | Sell |
21,995
-2,318
| -10% | -$366K | 0.81% | 34 |
|
|
2023
Q4 | $3.51M | Buy |
24,313
+7,383
| +44% | +$1.07M | 0.75% | 35 |
|
|
2023
Q3 | $2.82M | Buy |
16,930
+3,625
| +27% | +$604K | 0.69% | 29 |
|
|
2023
Q2 | $2.08M | Sell |
13,305
-4
| -0% | -$625 | 0.51% | 48 |
|
|
2023
Q1 | $2.16M | Buy |
13,309
+1,018
| +8% | +$165K | 0.56% | 39 |
|
|
2022
Q4 | $2.12M | Sell |
12,291
-480
| -4% | -$82.8K | 0.56% | 43 |
|
|
2022
Q3 | $1.85M | Buy |
12,771
+2,777
| +28% | +$403K | 0.61% | 43 |
|
|
2022
Q2 | $1.47M | Sell |
9,994
-4,273
| -30% | -$628K | 0.43% | 48 |
|
|
2022
Q1 | $2.39M | Buy |
14,267
+7,527
| +112% | +$1.26M | 0.56% | 37 |
|
|
2021
Q4 | $804K | Buy |
6,740
+2,001
| +42% | +$239K | 0.22% | 80 |
|
|
2021
Q3 | $490K | Sell |
4,739
-1,161
| -20% | -$120K | 0.17% | 98 |
|
|
2021
Q2 | $616K | Sell |
5,900
-912
| -13% | -$95.2K | 0.21% | 83 |
|
|
2021
Q1 | $706K | Buy |
6,812
+2,025
| +42% | +$210K | 0.19% | 82 |
|
|
2020
Q4 | $406K | Sell |
4,787
-766
| -14% | -$65K | 0.15% | 105 |
|
|
2020
Q3 | $400K | Buy |
5,553
+266
| +5% | +$19.2K | 0.16% | 91 |
|
|
2020
Q2 | $472K | Sell |
5,287
-650
| -11% | -$58K | 0.23% | 82 |
|
|
2020
Q1 | $427K | Buy |
+5,937
| New | +$427K | 0.29% | 55 |
|