Waterloo Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
7,998
-398
| -5% | -$57K | 0.09% | 170 |
|
|
2025
Q1 | $1.4M | Buy |
8,396
+1,522
| +22% | +$255K | 0.13% | 149 |
|
|
2024
Q4 | $996K | Buy |
6,874
+1,640
| +31% | +$238K | 0.1% | 161 |
|
|
2024
Q3 | $771K | Sell |
5,234
-2,308
| -31% | -$340K | 0.08% | 184 |
|
|
2024
Q2 | $1.18M | Buy |
7,542
+300
| +4% | +$46.9K | 0.14% | 138 |
|
|
2024
Q1 | $1.14M | Buy |
7,242
+964
| +15% | +$152K | 0.15% | 134 |
|
|
2023
Q4 | $936K | Buy |
6,278
+2,982
| +90% | +$445K | 0.15% | 143 |
|
|
2023
Q3 | $556K | Buy |
3,296
+1,431
| +77% | +$241K | 0.16% | 95 |
|
|
2023
Q2 | $294K | Sell |
1,865
-809
| -30% | -$127K | 0.09% | 137 |
|
|
2023
Q1 | $436K | Buy |
+2,674
| New | +$436K | 0.13% | 93 |
|
|
2020
Q1 | $224K | Buy |
+3,091
| New | +$224K | 0.16% | 135 |
|