Teamwork Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
3,210
+220
| +7% | +$31.5K | 0.05% | 120 |
|
|
2025
Q1 | $500K | Sell |
2,990
-64
| -2% | -$10.7K | 0.07% | 107 |
|
|
2024
Q4 | $442K | Sell |
3,054
-210
| -6% | -$30.4K | 0.06% | 114 |
|
|
2024
Q3 | $481K | Sell |
3,264
-510
| -14% | -$75.1K | 0.07% | 106 |
|
|
2024
Q2 | $590K | Sell |
3,774
-6,567
| -64% | -$1.03M | 0.09% | 84 |
|
|
2024
Q1 | $1.63M | Sell |
10,341
-1,684
| -14% | -$266K | 0.25% | 58 |
|
|
2023
Q4 | $1.79M | Sell |
12,025
-1,477
| -11% | -$220K | 0.31% | 44 |
|
|
2023
Q3 | $2.28M | Sell |
13,502
-472
| -3% | -$79.6K | 0.37% | 46 |
|
|
2023
Q2 | $2.2M | Sell |
13,974
-3,439
| -20% | -$541K | 0.36% | 49 |
|
|
2023
Q1 | $2.84M | Sell |
17,413
-20,978
| -55% | -$3.42M | 0.53% | 39 |
|
|
2022
Q4 | $6.89M | Buy |
38,391
+14,014
| +57% | +$2.52M | 1.39% | 14 |
|
|
2022
Q3 | $3.5M | Sell |
24,377
-24,480
| -50% | -$3.52M | 0.76% | 26 |
|
|
2022
Q2 | $7.07M | Buy |
48,857
+8,223
| +20% | +$1.19M | 1.54% | 9 |
|
|
2022
Q1 | $6.62M | Buy |
40,634
+34,733
| +589% | +$5.66M | 1.23% | 10 |
|
|
2021
Q4 | $692K | Buy |
5,901
+1,238
| +27% | +$145K | 0.13% | 155 |
|
|
2021
Q3 | $473K | Sell |
4,663
-103
| -2% | -$10.4K | 0.09% | 166 |
|
|
2021
Q2 | $499K | Buy |
+4,766
| New | +$499K | 0.1% | 151 |
|