Tacita Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.7K | Sell |
319
-132
| -29% | -$18.9K | 0.03% | 143 |
|
|
2025
Q1 | $75.4K | Hold |
451
| – | – | 0.05% | 108 |
|
|
2024
Q4 | $65.3K | Sell |
451
-3
| -0.7% | -$435 | 0.05% | 115 |
|
|
2024
Q3 | $66.9K | Buy |
454
+65
| +17% | +$9.57K | 0.04% | 132 |
|
|
2024
Q2 | $60.8K | Sell |
389
-70
| -15% | -$10.9K | 0.04% | 136 |
|
|
2024
Q1 | $72.4K | Buy |
459
+55
| +14% | +$8.68K | 0.05% | 121 |
|
|
2023
Q4 | $60.3K | Buy |
+404
| New | +$60.3K | 0.04% | 128 |
|
|
2021
Q1 | – | Sell |
-520
| Closed | -$44K | – | 196 |
|
|
2020
Q4 | $44K | Buy |
+520
| New | +$44K | 0.03% | 156 |
|