Verum 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 | $501K | Buy |
3,496
+551
| +19% | +$78.9K | 0.12% | 98 |
|
|
2025
Q1 | $493K | Buy |
2,945
+222
| +8% | +$37.1K | 0.13% | 88 |
|
|
2024
Q4 | $394K | Buy |
2,723
+362
| +15% | +$52.4K | 0.11% | 104 |
|
|
2024
Q3 | $348K | Sell |
2,361
-78
| -3% | -$11.5K | 0.1% | 114 |
|
|
2024
Q2 | $381K | Buy |
2,439
+203
| +9% | +$31.7K | 0.12% | 101 |
|
|
2024
Q1 | $353K | Buy |
2,236
+65
| +3% | +$10.3K | 0.13% | 104 |
|
|
2023
Q4 | $324K | Sell |
2,171
-179
| -8% | -$26.7K | 0.13% | 102 |
|
|
2023
Q3 | $396K | Buy |
+2,350
| New | +$396K | 0.18% | 83 |
|