Transcendent Capital Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-806
| Closed | -$117K | – | 158 |
|
|
2024
Q4 | $117K | Buy |
806
+139
| +21% | +$20.1K | 0.06% | 134 |
|
|
2024
Q3 | $98.2K | Sell |
667
-144
| -18% | -$21.2K | 0.05% | 152 |
|
|
2024
Q2 | $127K | Buy |
811
+12
| +2% | +$1.88K | 0.07% | 117 |
|
|
2024
Q1 | $126K | Buy |
799
+392
| +96% | +$61.9K | 0.07% | 119 |
|
|
2023
Q4 | $60.7K | Buy |
+407
| New | +$60.7K | 0.04% | 132 |
|