Valley Forge Investment Consultants’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Hold |
100
| – | – | ﹤0.01% | 90 |
|
|
2025
Q1 | $16.7K | Hold |
100
| – | – | 0.01% | 81 |
|
|
2024
Q4 | $14.5K | Sell |
100
-380
| -79% | -$55K | 0.01% | 82 |
|
|
2024
Q3 | $70.7K | Buy |
480
+300
| +167% | +$44.2K | 0.02% | 77 |
|
|
2024
Q2 | $28.2K | Hold |
180
| – | – | 0.01% | 77 |
|
|
2024
Q1 | $28.4K | Hold |
180
| – | – | 0.01% | 79 |
|
|
2023
Q4 | $26.8K | Hold |
180
| – | – | 0.01% | 74 |
|
|
2023
Q3 | $30.4K | Buy |
180
+80
| +80% | +$13.5K | 0.01% | 74 |
|
|
2023
Q2 | $15.7K | Hold |
100
| – | – | 0.01% | 65 |
|
|
2023
Q1 | $16.3K | Hold |
100
| – | – | 0.01% | 65 |
|
|
2022
Q4 | $17.9K | Hold |
100
| – | – | 0.01% | 70 |
|
|
2022
Q3 | $14K | Hold |
100
| – | – | 0.01% | 75 |
|
|
2022
Q2 | $14K | Hold |
100
| – | – | 0.01% | 75 |
|
|
2022
Q1 | $16K | Hold |
100
| – | – | 0.01% | 84 |
|
|
2021
Q4 | $12K | Hold |
100
| – | – | 0.01% | 80 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | 0.01% | 76 |
|
|
2021
Q2 | $10K | Buy |
+100
| New | +$10K | 0.01% | 77 |
|
|
2021
Q1 | – | Sell |
-111
| Closed | -$9K | – | 69 |
|
|
2020
Q4 | $9K | Buy |
+111
| New | +$9K | 0.01% | 64 |
|