Trivium Point Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
9,276
-1,372
| -13% | -$196K | 0.14% | 148 |
|
|
2025
Q1 | $1.78M | Sell |
10,648
-298
| -3% | -$49.9K | 0.22% | 117 |
|
|
2024
Q4 | $1.59M | Sell |
10,946
-219
| -2% | -$31.7K | 0.2% | 126 |
|
|
2024
Q3 | $1.77M | Sell |
11,165
-589
| -5% | -$93.5K | 0.25% | 115 |
|
|
2024
Q2 | $1.84M | Buy |
11,754
+502
| +4% | +$78.5K | 0.27% | 105 |
|
|
2024
Q1 | $1.77M | Sell |
11,252
-937
| -8% | -$148K | 0.38% | 74 |
|
|
2023
Q4 | $1.82M | Buy |
12,189
+75
| +0.6% | +$11.2K | 0.44% | 69 |
|
|
2023
Q3 | $2.02M | Sell |
12,114
-147
| -1% | -$24.5K | 0.56% | 63 |
|
|
2023
Q2 | $1.93M | Buy |
12,261
+319
| +3% | +$50.2K | 0.52% | 68 |
|
|
2023
Q1 | $1.95M | Buy |
11,942
+58
| +0.5% | +$9.46K | 0.53% | 63 |
|
|
2022
Q4 | $2.1M | Buy |
11,884
+366
| +3% | +$64.6K | 0.61% | 54 |
|
|
2022
Q3 | $1.86M | Buy |
11,518
+854
| +8% | +$138K | 0.58% | 56 |
|
|
2022
Q2 | $1.53M | Buy |
10,664
+252
| +2% | +$36.2K | 0.46% | 76 |
|
|
2022
Q1 | $1.72M | Buy |
10,412
+486
| +5% | +$80.1K | 0.38% | 88 |
|
|
2021
Q4 | $1.17M | Buy |
9,926
+1,002
| +11% | +$118K | 0.24% | 119 |
|
|
2021
Q3 | $943K | Sell |
8,924
-194
| -2% | -$20.5K | 0.22% | 127 |
|
|
2021
Q2 | $955K | Sell |
9,118
-1,096
| -11% | -$115K | 0.24% | 128 |
|
|
2021
Q1 | $1.07M | Buy |
+10,214
| New | +$1.07M | 0.29% | 115 |
|
|
2020
Q1 | – | Sell |
-18,735
| Closed | -$2.26M | – | 148 |
|
|
2019
Q4 | $2.26M | Buy |
18,735
+373
| +2% | +$45K | 0.88% | 32 |
|
|
2019
Q3 | $2.08M | Buy |
18,362
+227
| +1% | +$25.7K | 0.95% | 33 |
|
|
2019
Q2 | $2.26M | Buy |
18,135
+1,030
| +6% | +$128K | 1.01% | 23 |
|
|
2019
Q1 | $2.11M | Buy |
17,105
+1,510
| +10% | +$186K | 0.98% | 25 |
|
|
2018
Q4 | $1.7M | Buy |
+15,595
| New | +$1.7M | 1.03% | 34 |
|