W.H. Cornerstone Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,672
| Closed | -$677K | – | 115 |
|
|
2024
Q4 | $677K | Buy |
4,672
+66
| +1% | +$9.56K | 0.45% | 52 |
|
|
2024
Q3 | $678K | Sell |
4,606
-226
| -5% | -$33.3K | 0.46% | 51 |
|
|
2024
Q2 | $756K | Buy |
4,832
+506
| +12% | +$79.2K | 0.54% | 49 |
|
|
2024
Q1 | $682K | Sell |
4,326
-57
| -1% | -$8.99K | 0.49% | 57 |
|
|
2023
Q4 | $654K | Buy |
4,383
+2,155
| +97% | +$322K | 0.52% | 51 |
|
|
2023
Q3 | $376K | Buy |
2,228
+698
| +46% | +$118K | 0.33% | 81 |
|
|
2023
Q2 | $241K | Buy |
+1,530
| New | +$241K | 0.22% | 104 |
|