Vertex Planning 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 | $496K | Sell |
3,464
-123
| -3% | -$17.6K | 0.1% | 108 |
|
|
2025
Q1 | $600K | Buy |
3,587
+40
| +1% | +$6.69K | 0.13% | 85 |
|
|
2024
Q4 | $514K | Buy |
3,547
+135
| +4% | +$19.6K | 0.11% | 102 |
|
|
2024
Q3 | $502K | Sell |
3,412
-42
| -1% | -$6.19K | 0.12% | 89 |
|
|
2024
Q2 | $540K | Buy |
3,454
+68
| +2% | +$10.6K | 0.14% | 77 |
|
|
2024
Q1 | $534K | Sell |
3,386
-259
| -7% | -$40.9K | 0.15% | 84 |
|
|
2023
Q4 | $544K | Buy |
+3,645
| New | +$544K | 0.16% | 74 |
|
|
2023
Q1 | – | Sell |
-2,110
| Closed | -$379K | – | 129 |
|
|
2022
Q4 | $379K | Buy |
+2,110
| New | +$379K | 0.15% | 87 |
|