Vise Technologies’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.47M Buy
+52,167
New +$7.47M 0.31% 64
2024
Q4
$3.8M Buy
26,259
+9,693
+59% +$1.4M 0.32% 59
2024
Q3
$2.44M Buy
16,566
+1,536
+10% +$226K 0.31% 72
2024
Q2
$2.35M Buy
15,030
+4,079
+37% +$638K 0.41% 55
2024
Q1
$1.73M Buy
10,951
+999
+10% +$158K 0.34% 69
2023
Q4
$1.48M Sell
9,952
-1,784
-15% -$266K 0.32% 80
2023
Q3
$1.98M Buy
11,736
+731
+7% +$123K 0.49% 48
2023
Q2
$1.73M Sell
11,005
-345
-3% -$54.3K 0.42% 53
2023
Q1
$1.85M Buy
11,350
+2,355
+26% +$384K 0.49% 46
2022
Q4
$1.61M Buy
8,995
+1,696
+23% +$304K 0.51% 43
2022
Q3
$1.05M Buy
7,299
+710
+11% +$102K 0.4% 52
2022
Q2
$954K Buy
6,589
+1,755
+36% +$254K 0.37% 62
2022
Q1
$787K Buy
+4,834
New +$787K 0.3% 85