Theory 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 | $377K | Buy |
2,485
+20
| +0.8% | +$3.03K | 0.14% | 69 |
|
|
2025
Q1 | $412K | Buy |
2,465
+388
| +19% | +$64.9K | 0.17% | 61 |
|
|
2024
Q4 | $301K | Buy |
2,077
+200
| +11% | +$29K | 0.13% | 66 |
|
|
2024
Q3 | $279K | Hold |
1,877
| – | – | 0.12% | 58 |
|
|
2024
Q2 | $294K | Sell |
1,877
-26
| -1% | -$4.07K | 0.14% | 59 |
|
|
2024
Q1 | $300K | Hold |
1,903
| – | – | 0.15% | 61 |
|
|
2023
Q4 | $284K | Hold |
1,903
| – | – | 0.15% | 61 |
|
|
2023
Q3 | $321K | Buy |
+1,903
| New | +$321K | 0.19% | 56 |
|