1858 Wealth Management’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 |
-1,290
| Closed | -$216K | – | 120 |
|
|
2025
Q1 | $216K | Buy |
+1,290
| New | +$216K | 0.18% | 108 |
|
|
2024
Q3 | – | Sell |
-1,395
| Closed | -$218K | – | 127 |
|
|
2024
Q2 | $218K | Buy |
1,395
+6
| +0.4% | +$939 | 0.18% | 109 |
|
|
2024
Q1 | $207K | Hold |
1,389
| – | – | 0.2% | 115 |
|
|
2023
Q4 | $207K | Buy |
+1,389
| New | +$207K | 0.2% | 115 |
|