Triune Financial 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 | $372K | Buy |
2,595
+44
| +2% | +$6.3K | 0.1% | 26 |
|
|
2025
Q1 | $427K | Buy |
2,551
+126
| +5% | +$21.1K | 0.14% | 23 |
|
|
2024
Q4 | $351K | Buy |
2,425
+24
| +1% | +$3.48K | 0.11% | 24 |
|
|
2024
Q3 | $354K | Buy |
2,401
+26
| +1% | +$3.83K | 0.11% | 22 |
|
|
2024
Q2 | $372K | Sell |
2,375
-106
| -4% | -$16.6K | 0.13% | 20 |
|
|
2024
Q1 | $391K | Sell |
2,481
-26
| -1% | -$4.1K | 0.14% | 21 |
|
|
2023
Q4 | $374K | Buy |
2,507
+78
| +3% | +$11.6K | 0.14% | 21 |
|
|
2023
Q3 | $410K | Buy |
2,429
+18
| +0.7% | +$3.04K | 0.17% | 19 |
|
|
2023
Q2 | $379K | Buy |
2,411
+165
| +7% | +$26K | 0.15% | 20 |
|
|
2023
Q1 | $366K | Buy |
2,246
+21
| +0.9% | +$3.43K | 0.16% | 17 |
|
|
2022
Q4 | $399K | Buy |
2,225
+8
| +0.4% | +$1.44K | 0.19% | 17 |
|
|
2022
Q3 | $319K | Buy |
2,217
+20
| +0.9% | +$2.87K | 0.18% | 13 |
|
|
2022
Q2 | $318K | Buy |
2,197
+27
| +1% | +$3.91K | 0.17% | 14 |
|
|
2022
Q1 | $353K | Buy |
2,170
+18
| +0.8% | +$2.93K | 0.19% | 13 |
|
|
2021
Q4 | $253K | Buy |
+2,152
| New | +$253K | 0.13% | 21 |
|
|
2021
Q2 | $220K | Buy |
+2,099
| New | +$220K | 0.18% | 20 |
|