TrueMark Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
29,802
+2,419
| +9% | +$346K | 0.92% | 49 |
|
|
2025
Q1 | $4.58M | Buy |
27,383
+2,655
| +11% | +$444K | 1.2% | 32 |
|
|
2024
Q4 | $3.58M | Buy |
24,728
+2,098
| +9% | +$304K | 1.14% | 38 |
|
|
2024
Q3 | $3.33M | Sell |
22,630
-1,489
| -6% | -$219K | 1.07% | 34 |
|
|
2024
Q2 | $3.77M | Buy |
24,119
+8,901
| +58% | +$1.39M | 1.29% | 20 |
|
|
2024
Q1 | $2.4M | Sell |
15,218
-302
| -2% | -$47.6K | 2.2% | 15 |
|
|
2023
Q4 | $2.31M | Buy |
+15,520
| New | +$2.31M | 2.3% | 15 |
|