Whitcomb & Hess’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,346
| Closed | -$225K | – | 55 |
|
|
2025
Q1 | $225K | Buy |
+1,346
| New | +$225K | 0.07% | 48 |
|
|
2024
Q3 | – | Sell |
-1,309
| Closed | -$205K | – | 56 |
|
|
2024
Q2 | $205K | Buy |
1,309
+12
| +0.9% | +$1.88K | 0.06% | 49 |
|
|
2024
Q1 | $205K | Buy |
+1,297
| New | +$205K | 0.07% | 51 |
|
|
2023
Q4 | – | Sell |
-1,274
| Closed | -$215K | – | 46 |
|
|
2023
Q3 | $215K | Buy |
+1,274
| New | +$215K | 0.08% | 39 |
|
|
2023
Q2 | – | Sell |
-1,254
| Closed | -$205K | – | 43 |
|
|
2023
Q1 | $205K | Hold |
1,254
| – | – | 0.08% | 40 |
|
|
2022
Q4 | $225K | Buy |
+1,254
| New | +$225K | 0.09% | 35 |
|