Westmount 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 | $546K | Sell |
3,810
-407
| -10% | -$58.3K | 0.15% | 119 |
|
|
2025
Q1 | $706K | Sell |
4,217
-3,025
| -42% | -$506K | 0.22% | 96 |
|
|
2024
Q4 | $1.05M | Sell |
7,242
-455
| -6% | -$65.9K | 0.32% | 65 |
|
|
2024
Q3 | $1.13M | Buy |
7,697
+13
| +0.2% | +$1.92K | 0.34% | 60 |
|
|
2024
Q2 | $1.2M | Buy |
7,684
+270
| +4% | +$42.3K | 0.4% | 49 |
|
|
2024
Q1 | $1.17M | Sell |
7,414
-41
| -0.5% | -$6.47K | 0.42% | 49 |
|
|
2023
Q4 | $1.11M | Sell |
7,455
-193
| -3% | -$28.8K | 0.45% | 45 |
|
|
2023
Q3 | $1.29M | Sell |
7,648
-198
| -3% | -$33.4K | 0.57% | 39 |
|
|
2023
Q2 | $1.23M | Buy |
7,846
+202
| +3% | +$31.8K | 0.54% | 40 |
|
|
2023
Q1 | $1.25M | Buy |
7,644
+1,631
| +27% | +$266K | 0.58% | 37 |
|
|
2022
Q4 | $1.08M | Buy |
+6,013
| New | +$1.08M | 0.56% | 37 |
|