Tranquility Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
2,910
-333
| -10% | -$47.7K | 0.15% | 150 |
|
|
2025
Q1 | $542K | Sell |
3,243
-78
| -2% | -$13K | 0.21% | 119 |
|
|
2024
Q4 | $481K | Buy |
3,321
+13
| +0.4% | +$1.88K | 0.18% | 126 |
|
|
2024
Q3 | $487K | Sell |
3,308
-56
| -2% | -$8.25K | 0.18% | 128 |
|
|
2024
Q2 | $526K | Buy |
3,364
+70
| +2% | +$10.9K | 0.2% | 122 |
|
|
2024
Q1 | $520K | Buy |
3,294
+26
| +0.8% | +$4.1K | 0.2% | 124 |
|
|
2023
Q4 | $488K | Buy |
3,268
+246
| +8% | +$36.7K | 0.2% | 118 |
|
|
2023
Q3 | $510K | Buy |
3,022
+18
| +0.6% | +$3.04K | 0.22% | 115 |
|
|
2023
Q2 | $473K | Buy |
3,004
+364
| +14% | +$57.3K | 0.2% | 121 |
|
|
2023
Q1 | $431K | Buy |
2,640
+293
| +12% | +$47.8K | 0.21% | 127 |
|
|
2022
Q4 | $421K | Buy |
2,347
+350
| +18% | +$62.8K | 0.21% | 117 |
|
|
2022
Q3 | $287K | Hold |
1,997
| – | – | 0.16% | 139 |
|
|
2022
Q2 | $289K | Buy |
1,997
+9
| +0.5% | +$1.3K | 0.15% | 153 |
|
|
2022
Q1 | $324K | Buy |
+1,988
| New | +$324K | 0.15% | 146 |
|