1 North Wealth Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5K | Hold |
269
| – | – | 0.02% | 94 |
|
|
2025
Q1 | $45K | Buy |
+269
| New | +$45K | 0.02% | 86 |
|
|
2019
Q4 | $97K | Buy |
804
+1
| +0.1% | +$121 | 0.06% | 75 |
|
|
2019
Q3 | $95K | Buy |
+803
| New | +$95K | 0.06% | 67 |
|
|
2019
Q1 | $99K | Sell |
802
-94
| -10% | -$11.6K | 0.07% | 65 |
|
|
2018
Q4 | $97K | Buy |
+896
| New | +$97K | 0.08% | 63 |
|