Vista Investment 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 | $7.55M | Sell |
52,699
-68
| -0.1% | -$9.74K | 2.18% | 9 |
|
|
2025
Q1 | $8.83M | Sell |
52,767
-115
| -0.2% | -$19.2K | 2.69% | 6 |
|
|
2024
Q4 | $7.66M | Sell |
52,882
-229
| -0.4% | -$33.2K | 2.39% | 6 |
|
|
2024
Q3 | $7.82M | Sell |
53,111
-567
| -1% | -$83.5K | 2.5% | 6 |
|
|
2024
Q2 | $8.4M | Sell |
53,678
-1,533
| -3% | -$240K | 2.8% | 7 |
|
|
2024
Q1 | $8.71M | Sell |
55,211
-2,952
| -5% | -$466K | 2.96% | 3 |
|
|
2023
Q4 | $8.68M | Buy |
+58,163
| New | +$8.68M | 3.18% | 3 |
|