Zullo Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Buy |
5,528
+143
| +3% | +$20.5K | 0.32% | 64 |
|
|
2025
Q1 | $901K | Buy |
5,385
+302
| +6% | +$50.5K | 0.39% | 61 |
|
|
2024
Q4 | $736K | Buy |
5,083
+177
| +4% | +$25.6K | 0.3% | 70 |
|
|
2024
Q3 | $723K | Buy |
4,906
+131
| +3% | +$19.3K | 0.3% | 68 |
|
|
2024
Q2 | $747K | Buy |
4,775
+243
| +5% | +$38K | 0.33% | 63 |
|
|
2024
Q1 | $715K | Buy |
4,532
+54
| +1% | +$8.52K | 0.34% | 67 |
|
|
2023
Q4 | $668K | Buy |
4,478
+473
| +12% | +$70.6K | 0.34% | 67 |
|
|
2023
Q3 | $675K | Buy |
4,005
+278
| +7% | +$46.9K | 0.4% | 57 |
|
|
2023
Q2 | $587K | Sell |
3,727
-128
| -3% | -$20.1K | 0.33% | 66 |
|
|
2023
Q1 | $629K | Buy |
3,855
+115
| +3% | +$18.8K | 0.39% | 63 |
|
|
2022
Q4 | $671K | Buy |
3,740
+63
| +2% | +$11.3K | 0.41% | 58 |
|
|
2022
Q3 | $528K | Buy |
3,677
+158
| +4% | +$22.7K | 0.34% | 64 |
|
|
2022
Q2 | $509K | Buy |
3,519
+172
| +5% | +$24.9K | 0.32% | 66 |
|
|
2022
Q1 | $545K | Buy |
3,347
+655
| +24% | +$107K | 0.28% | 73 |
|
|
2021
Q4 | $316K | Buy |
+2,692
| New | +$316K | 0.16% | 117 |
|