Venture Visionary 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 | $15.5M | Buy |
108,396
+744
| +0.7% | +$107K | 0.58% | 39 |
|
|
2025
Q1 | $18M | Buy |
107,652
+252
| +0.2% | +$42.2K | 0.75% | 29 |
|
|
2024
Q4 | $15.6M | Buy |
107,400
+3,173
| +3% | +$460K | 0.66% | 36 |
|
|
2024
Q3 | $15.3M | Sell |
104,227
-285
| -0.3% | -$42K | 0.67% | 35 |
|
|
2024
Q2 | $16.3M | Buy |
104,512
+3,404
| +3% | +$533K | 0.75% | 29 |
|
|
2024
Q1 | $15.9M | Buy |
101,108
+2,946
| +3% | +$465K | 0.76% | 31 |
|
|
2023
Q4 | $14.6M | Buy |
98,162
+6,316
| +7% | +$942K | 0.77% | 28 |
|
|
2023
Q3 | $15.5M | Buy |
91,846
+12,011
| +15% | +$2.03M | 0.93% | 21 |
|
|
2023
Q2 | $12.6M | Buy |
79,835
+6,093
| +8% | +$959K | 0.74% | 27 |
|
|
2023
Q1 | $12M | Buy |
73,742
+7,362
| +11% | +$1.2M | 0.76% | 28 |
|
|
2022
Q4 | $11.9M | Buy |
66,380
+3,892
| +6% | +$699K | 0.86% | 28 |
|
|
2022
Q3 | $8.98M | Buy |
62,488
+4,261
| +7% | +$612K | 0.73% | 35 |
|
|
2022
Q2 | $8.43M | Buy |
58,227
+1,156
| +2% | +$167K | 0.64% | 38 |
|
|
2022
Q1 | $9.29M | Sell |
57,071
-2,485
| -4% | -$405K | 0.62% | 44 |
|
|
2021
Q4 | $7.03M | Buy |
59,556
+7,622
| +15% | +$899K | 0.46% | 53 |
|
|
2021
Q3 | $5.29M | Buy |
51,934
+14,368
| +38% | +$1.46M | 0.38% | 61 |
|
|
2021
Q2 | $3.94M | Buy |
37,566
+5,215
| +16% | +$547K | 0.32% | 75 |
|
|
2021
Q1 | $3.39M | Buy |
32,351
+10,898
| +51% | +$1.14M | 0.28% | 85 |
|
|
2020
Q4 | $1.81M | Buy |
21,453
+18,268
| +574% | +$1.54M | 0.2% | 101 |
|
|
2020
Q3 | $229K | Buy |
3,185
+420
| +15% | +$30.2K | 0.06% | 172 |
|
|
2020
Q2 | $246K | Sell |
2,765
-492
| -15% | -$43.8K | 0.07% | 145 |
|
|
2020
Q1 | $236K | Sell |
3,257
-690
| -17% | -$50K | 0.09% | 130 |
|
|
2019
Q4 | $475K | Buy |
+3,947
| New | +$475K | 0.14% | 96 |
|