Thomas Story & Son’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Buy |
52,681
+1,740
| +3% | +$249K | 2.9% | 16 |
|
|
2025
Q1 | $8.52M | Buy |
50,941
+1,141
| +2% | +$191K | 3.32% | 14 |
|
|
2024
Q4 | $7.21M | Buy |
49,800
+15,080
| +43% | +$2.18M | 3.02% | 15 |
|
|
2024
Q3 | $5.11M | Buy |
34,720
+75
| +0.2% | +$11K | 2.09% | 22 |
|
|
2024
Q2 | $5.42M | Buy |
34,645
+155
| +0.4% | +$24.2K | 2.34% | 18 |
|
|
2024
Q1 | $5.44M | Buy |
34,490
+26,910
| +355% | +$4.24M | 2.3% | 20 |
|
|
2023
Q4 | $1.13M | Sell |
7,580
-26,215
| -78% | -$3.91M | 0.53% | 36 |
|
|
2023
Q3 | $5.7M | Buy |
33,795
+9,116
| +37% | +$1.54M | 2.78% | 15 |
|
|
2023
Q2 | $3.88M | Buy |
+24,679
| New | +$3.88M | 1.77% | 22 |
|